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03-07-2014, 06:00 PM
#1911
Originally Posted by stoploss
The old Tip Top bread factory .A stones throw from Countdown and 2 minutes walk to the hospital ...very well located. Ryman been very busy the last couple of months .
And a minutes walk from the funeral home up the road
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03-07-2014, 06:13 PM
#1912
Funny as the fight between Progressive and Foodstuffs in Newtown.
Progressive were really pissed when Foodstuffs 'stole' the Tip Top site from them. It was going to be the car park for the Countdown. Buildign had to be redesigned to allow for an undergrowund carpark etc etc
Foodstuffs paid an outrageous price for it but achieved their aim of pissing Pprogressive off. Hopefully Ryman got it a lot cheaper than $8m.
Foodstuffs (according to folklore) encouraged (paid_ the local night time artists to do some beautification of the building in an really ugly way so the nice new shiney Countdown looked a bit out of place. After a while a peace accord seems to have been reached and not too much graffiti on it at the moment
Whatever Ryman build hope they don't have something the Angus Rita in Kilbirnie .... that's an eyesore in its own right
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03-07-2014, 06:20 PM
#1913
Last edited by couta1; 03-07-2014 at 06:22 PM.
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03-07-2014, 06:24 PM
#1914
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03-07-2014, 10:36 PM
#1915
Ogres with small feet
Originally Posted by Harvey Specter
ogre small footprint villages
I'm not sure there are enough small footprint ogres in Wellington to justify a whole village. You must be thinking of Orcland.
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05-07-2014, 02:40 PM
#1916
Interesting Milford have little exposure to Ryman in their biggest funds (not amongst the list of holdings of 1% or more of the fund)
Have Summerset though
Without doing the sums properly it appears that have a (surprisingly) low exposure to the retirement sector in their Trans Tasman holdings
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05-07-2014, 03:42 PM
#1917
When quick is too slow
Milford does not like Ryman because Brian thinks continuous 15-20% annual growth is too conservative:
Brian Gaynor: Top firms need to lift earnings performance
" Ryman Healthcare has excellent long-term growth prospects but it only has targeted earnings growth of between 15 per cent and 20 per cent per annum because of land constraints and the unwillingness to take on too much risk."
Best Wishes
Paper Tiger
Last edited by Snow Leopard; 05-07-2014 at 03:44 PM.
Reason: formatting was 'orrible
om mani peme hum
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05-07-2014, 03:53 PM
#1918
Unlike Brian I prefer to hold Ryman instead of Mercers [non-retirement sector].
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08-07-2014, 10:55 PM
#1919
Originally Posted by Vaygor1
12 months is too short a time frame for the measure. 10 years is too long in my opinion too.
One can look at a range of RYM Share Prices as datum points over 10 years for what the share was 'worth' then…. and a range of SP over the the last 12 months say to deem what the share is worth now.
Using different datum points and different current worth values, one can get a large range in calculated growth rate.
What I do know is this. In 2007 I bought RYM shares when there PE was 35. Seven years on, I am confident that that particular purchase will give me pre-tax 100% return on my investment in dividends alone within 14 years. In terms of earnings I would need to get out the calculator but I think that very purchase has already earned itself more than what I paid for them…. in only 7 years.
Isn't RYM's PE 35 at the minute? I should buy more... but I have enough... and need to diversify my portfolio a bit more.
Is the PE 21 now? According to IRG and ASB....... are they missing something ?
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09-07-2014, 03:55 AM
#1920
Originally Posted by Yoda
Is the PE 21 now? According to IRG and ASB....... are they missing something ?
It is 10:55pm where I am so can't go into too much detail at the minute.
To briefly answer your question (kind of) is… well… it depends. Refer to this post from PT for the issues to think about:
http://www.sharetrader.co.nz/showthr...l=1#post481906
..and this post from Roger is very helpful and may help clarify:
http://www.sharetrader.co.nz/showthr...l=1#post480634
Suggest you read and absorb the last 8 months of posts on this thread to clarify further; there is a lot of other good info amongst it all too.
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