RYM - Ryman Healthcare

[Beagle]

Understand your affection for best of breed...hasn't been especially rewarding in the last 3 1/2 years, ~ $8.50 to ~ $10.00 is hardly stellar but long term holders such as yourself I would imagine would care little or not at all.

Still preferring the buy one get one free equivalent SUM where else

[minimoke]

Understand your affection for best of breed...hasn't been especially rewarding in the last 3 1/2 years, ~ $8.50 to ~ $10.00 is hardly stellar but long term holders such as yourself I would imagine would care little or not at all.

Still preferring the buy one get one free equivalent SUM where else

I just checked. Initially bought for $1.35. Then had a 5:1 split.

Now I hold SUM as well - I expect similar performance!!

[Beagle]

I just checked. Initially bought for $1.35. Then had a 5:1 split.

Now I hold SUM as well - I expect similar performance!!

Congrats, that's what I call a STELLAR long term return !! No wonder you think of the company as your friend

[Onion]

Understand your affection for best of breed...hasn't been especially rewarding in the last 3 1/2 years, ~ $8.50 to ~ $10.00 is hardly stellar but long term holders such as yourself I would imagine would care little or not at all.

Still preferring the buy one get one free equivalent SUM where else

It is not night and day between them Beagle. Sharesight tells me my RYM shares have outperformed my SUM:

RYM:
Last 3 1/2 years: 20.47%
Last 2 years: 15.07%
Last year: 20.45%

By comparison my SUM shares have returned:

Last 3 1/2 years: 15.53%
Last 2 years: 15.27%
Last year: 3.57%

[Whitebeard]

With the price up over 10, this give me my first two bagger with a current 203% rise at 10.05. Very happy with that.

[Beagle]

It is not night and day between them Beagle. Sharesight tells me my RYM shares have outperformed my SUM:

RYM:
Last 3 1/2 years: 20.47%
Last 2 years: 15.07%
Last year: 20.45%

By comparison my SUM shares have returned:

Last 3 1/2 years: 15.53%
Last 2 years: 15.27%
Last year: 3.57%

It looks like night and day to me mate, see attached graph comparing SP performance over the last 3 years. chart.jpg

[Baa_Baa]

It looks like night and day to me mate, see attached graph comparing SP performance over the last 3 years. chart.jpg

Whats it look like including dividends, that chart is SP only performance comparison?

[troyvdh]

Me thinks the 5/1 split was at about $11.30.

[Beagle]

Whats it look like including dividends, that chart is SP only performance comparison?

Yes that chart is capital share price only BUT from ANZ securities website their respective dividend yields are :-
SUM 1.76%
RYM 1.75%

Neither company attaches imputation credits to their dividends.
Their relative earnings growth tells the story RYM averaging about 15% overt the last 5 years and SUM 48%.
That said I think RYM is a superb company and is run like a well oiled swiss watch and the SP reflects that. You'd be a brave man to bet against RYM long term and I would expect at the very least a market performance from RYM over the next 10 years, most likely a significant outperformance from the demographic tailwinds.

[Baa_Baa]

Yes that chart is capital share price only BUT from ANZ securities website their respective dividend yields are :-
SUM 1.76%
RYM 1.75%

Neither company attaches imputation credits to their dividends.

The 'performance' figure given would be the SP + Dividend$ paid, which illustrated RYM outperform … whereas comparing the dividend yields or the SP by themselves is irrelevant in response to the illustration?