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29-05-2019, 04:08 PM
#3701
Missing the XRO train...um...all I have to say is this lol https://www.youtube.com/watch?v=esjec0JWEXU
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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07-06-2019, 10:06 AM
#3702
Jeez ...this in the NBR sounds ominous ....using the word questionable ...ouch
Must try to get a copy
Ryman’s middle age spread
The retirement village company’s underlying earnings and growth assumptions look increasingly questionable.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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07-06-2019, 10:15 AM
#3703
Originally Posted by winner69
Jeez ...this in the NBR sounds ominous ....using the word questionable ...ouch
Must try to get a copy
Ryman’s middle age spread
The retirement village company’s underlying earnings and growth assumptions look increasingly questionable.
Good click bait headline that one. Thing is they keep saying their target is 15% underlying earnings growth which ostensibly almost exactly doubles underlying earnings every 5 years but they keep undershooting that 15% now more than once. They are starting to really underperform this sector but are priced at roughly double the underlying PE of SUM companies which have a well proven track record over many many years of growing MUCH faster.
No wonder they use the word "questionable"...I've been saying the same thing and questioning their valuation for a very, very long time.
Short Ryman / Long SUM a really great strategy to eliminate sector risk.
Last edited by Beagle; 07-06-2019 at 10:17 AM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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07-06-2019, 10:18 AM
#3704
Originally Posted by Beagle
Good click bait headline that one. Thing is they keep saying their target is 15% underlying earnings growth which ostensibly almost exactly doubles underlying earnings every 5 years but they keep undershooting that 15% now more than once. They are starting to really underperform this sector but are priced at roughly double the underlying PE of SUM companies which have a well proven track record over many many years of growing MUCH faster.
No wonder they use the word "questionable"...I've been saying the same thing and questioning their valuation for a very, very long time.
Short Ryman / Long SUM a really great strategy to eliminate sector risk.
You got a sly job on the side doing commentary for the NBR!
”When investors are euphoric, they are incapable of recognising euphoria itself “
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07-06-2019, 10:52 AM
#3705
Originally Posted by winner69
You got a sly job on the side doing commentary for the NBR!
Ssssshhhhh...keep it quiet
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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10-06-2019, 01:31 PM
#3706
Does this disclosure mean that Andrew Mitchell no longer works at a Ryman and has cashed in $2.6m of his bonuses
http://nzx-prod-s7fsd7f98s.s3-websit...718/301292.pdf
”When investors are euphoric, they are incapable of recognising euphoria itself “
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10-06-2019, 01:36 PM
#3707
Originally Posted by winner69
You reckon he is jumping ship to Arvida like sum other executive did?
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10-06-2019, 01:39 PM
#3708
Originally Posted by trader_jackson
You reckon he is jumping ship to Arvida like sum other executive did?
No, sussed it out - Ryman announced changes to its development team, with Chief Development Officer Andrew Mitchell moving into a consulting role to assist with special projects.
.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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10-06-2019, 02:11 PM
#3709
Originally Posted by winner69
consulting role to assist with special projects.
That’s usually the desk closest to the exit door.
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13-06-2019, 05:14 PM
#3710
Craig’s did a little piece on Ryman
https://craigsip.com/insights/overvi...n%20healthcare
In our view RYM is the best fit in the sector, with a high quality portfolio, a proven track record and more defensive continuum of care model.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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