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  1. #211
    Advanced Member
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    Quote Originally Posted by Beagle View Post
    Very nice. Swapped out a truck load of OCA at around $1.40 a little while back for ARG at the same price. Former now at $1.37 and latter at $1.55. Very content with that switch.
    I think I remember you drawing attention to them when they were around a $1.00...or a bit less.
    Well done...nice to chalk up a solid gain.

  2. #212
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by RTM View Post
    I think I remember you drawing attention to them when they were around a $1.00...or a bit less.
    Well done...nice to chalk up a solid gain.
    Thanks mate...its nice to get a pat on the back....quite refreshing actually after the kicking some others have given me in recent times.
    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

  3. #213
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    Wondering what thoughts are from folks closer to this than me for ARG and other commercial property suppliers for the long term? Many businesses looking to downsize their office space requirements with more WFH now being the norm. Possibly oversupply in future?

  4. #214
    Senior Member
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    Waikato
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    Quote Originally Posted by Beagle View Post
    Thanks mate...its nice to get a pat on the back....quite refreshing actually after the kicking some others have given me in recent times.
    I see a culture change where anyone who is in disagreement seems to become 'the accused' and it not only stifles healthy debate it's darn right abusive if you have the power of thought. I use every bit of information you provide in my own way. What good is a dog without a bark

  5. #215
    Legend peat's Avatar
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    Quote Originally Posted by 850man View Post
    Wondering what thoughts are from folks closer to this than me for ARG and other commercial property suppliers for the long term? Many businesses looking to downsize their office space requirements with more WFH now being the norm. Possibly oversupply in future?
    what is known will already be priced in.... hence trading around NTA but...

    ARG have a diverse portfolio.

    ARGMIX.JPG

    Take a read of the Annual Report released today
    For clarity, nothing I say is advice....

  6. #216
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    chch, , New Zealand.
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    Reading the annual report, word of the day is Green

  7. #217
    Legend peat's Avatar
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    Quote Originally Posted by ratkin View Post
    Reading the annual report, word of the day is Green
    hahah yes I noticed that too... Beagle might not approve.
    its client driven though yeh? that is what all the leasees want nowadays so that they can claim they are being green.
    For clarity, nothing I say is advice....

  8. #218
    ShareTrader Legend Beagle's Avatar
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    Window dressing in green is great ! It's very much "on trend" and keep's the politically correct leaders of corporations happy and feeling they're making a contribution to the environment and it keeps the eps growing...Win-win !
    Last edited by Beagle; 19-05-2021 at 11:59 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

  9. #219
    Go The Warriors "This Year!"
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    Mar 2017
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    Auckland
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    Quote Originally Posted by Beagle View Post
    Window dressing in green is great ! It's very much "on trend" and keep's the politically correct leaders of corporations happy and feeling they're making a contribution to the environment and it keeps the eps growing...Win-win !
    Oh gees...next you will be spinning out the virtues of eating tofu and taxing animals for f#rting! Hehe..
    Good solid if not spectacular result..steady and can I say slightly boring result..always good to have some boring stocks...
    Happy holder..haven't added any for a while..to be honest have found the whole market a little boring lately apart from the ATM destruction...

  10. #220
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by Benny1 View Post
    Oh gees...next you will be spinning out the virtues of eating tofu and taxing animals for f#rting! Hehe..
    Good solid if not spectacular result..steady and can I say slightly boring result..always good to have some boring stocks...
    Happy holder..haven't added any for a while..to be honest have found the whole market a little boring lately apart from the ATM destruction...
    You must be psychic mate. How on earth did you know I've been trying out Hansells Laksa soup with tofu in it https://foodwatch.com.au/reviews/ite...r%20and%20stir.
    Its actually very good and tasty on a cold autumn day and definitly not boring
    As you quite rightly suggest, boring stocks can be a very good thing, certainly better to hold that the exciting ones that are a drama a minute like ATM
    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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