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08-07-2013, 09:38 AM
#311
Have to love the NZX. Summerset posts a good result and RYM and MET increase more that SUM.
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08-07-2013, 10:22 AM
#312
Originally Posted by SparkyTheClown
A very good result at face value (have not studied indepth)
Don't worry CJ, price always catches up with value....
I hold RYM and MET so not concerned. I just find it funny that the company with new news moves less than the two without new news.
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08-07-2013, 10:38 AM
#313
Originally Posted by turmeric
Just purchased "One Up on Wall Street", "The Intelligent Investor", and "The signal and the Noise" SO hoping to learn a little more about value!!
The chapter on Bob the sports bettor 'Less and Less and Less Wrong' is the best chapter in the The Signal and the Noise. That is all about 'value' investing
The whole book is a good read and quite interesting but would say it does not live up to explainimg its title.
But good on Nate on cashing in on picking every state in the last elections..... he was only slightly better than most ..... but he got the publicity and has made zillions from his book since
Best 'value investing' book I have read is Michael Lewis's MONEYBALL ..... read it in the context of value investing and you get the gist of what buying value is. The Oakland A's my favourite baseball team. The film was rat****e
Last edited by winner69; 14-07-2013 at 08:06 PM.
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08-07-2013, 11:02 AM
#314
Originally Posted by CJ
I hold RYM and MET so not concerned. I just find it funny that the company with new news moves less than the two without new news.
But you know how it is, CJ. The market moves more on expectations than on actual results!
Bodes well for the entire sector - or so "we" think!
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08-07-2013, 11:09 AM
#315
A fellow fan
Originally Posted by winner69
...The Oakland A's my favourite baseball team....
I used to go and watch them play at home whenever I could and still follow them.
Best Wishes
Paper Tiger
Disc: Hold SUM, MET & RYM
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09-07-2013, 07:39 AM
#316
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09-07-2013, 08:46 AM
#317
Originally Posted by Paper Tiger
I used to go and watch them play at home whenever I could and still follow them.
Best Wishes
Paper Tiger
Disc: Hold SUM, MET & RYM
Going well this season .... 52/37 and got their nose in front of the Texas Rangers in the West
Maybe World Series playoff this year
Billy Beane a hero of mine
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09-07-2013, 12:17 PM
#318
Originally Posted by winner69
Going well this season .... 52/37 and got their nose in front of the Texas Rangers in the West
Maybe World Series playoff this year
Billy Beane a hero of mine
Do you subscribe to MLB tv? it very good
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09-07-2013, 01:45 PM
#319
Meanwhile...........
Macquaries have reviewed SUM's latest sales numbers and have a 12 month price target of $3.90 and a valuation of $3.99.
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09-07-2013, 04:02 PM
#320
Originally Posted by SparkyTheClown
Macduffy - wow, that's a bullish call. Though as a holder of SUM I have no problems agreeing to the upside.
My own intrinsic value calcs suggest 2013 IV of $3.54 and 2014 IV of 4.29. Halfway between is $3.92, or basically what Macquarie assess.
Only one of very few stocks undervalued in nzx.
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