sharetrader
Page 259 of 265 FirstFirst ... 159209249255256257258259260261262263 ... LastLast
Results 3,871 to 3,885 of 3970
  1. #3871
    An Awesome Cool Cat winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    24,049

    Default

    Quote Originally Posted by Ggcc View Post
    Whether it be for dividend or to expand, all retirement stocks borrow money. As long as their Value (NTA) keeps increasing and does not go backwards
    paying unimputed divies the taxman at least gets a small cut of the earnings ...with shareholders paying it
    Last edited by winner69; 21-07-2019 at 04:40 PM.
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  2. #3872
    Advanced Member
    Join Date
    May 2015
    Posts
    2,089

    Default

    Oh no, one broker (who is very ambitious with their share price target on SUM) has come out with a preview of what they reckon we'll expect... and it ain't that pretty... OCA's 3rd annual report since being listed, and earnings are going backwards they say... I remember some other dog in this sector starting with A never, ever having earnings per share contracting since they listed (and they've been listed far longer than OCA), and yet sum people have much more favorable views of OCA than that dog ARV...
    ironic really, given OCA is not building a very good track record at all, and yet this was number 1 pick on sharetrader for this years stock picking contest and has many rampers, sum of whom then don't like the listed dog that has a better track record

    At least forsyth reckon dividend is go increase from 4.7c last year to 4.8c this year... but underlying EPS is going backwards 7% they say

    OCA cheap at least
    Last edited by trader_jackson; 21-07-2019 at 04:44 PM.

  3. #3873
    Advanced Member
    Join Date
    May 2015
    Posts
    2,089

    Default

    https://www.nzx.com/announcements/338084

    Actually a tad better than I was expecting... Still looks very complex compared to others in the listed sector... DRP at least (also means they need more cash and probably worried they are beginning to borrow to much - as I previously mentioned)
    What is this impairment on something in the care division? That other dog ARV never had that... Aged care division keeps going down in profitability 3 years running now, interesting ARV isn't impacted by this trend (in fact the opposite has happened)
    Care, Village Operations & Corporate costs flat or going down over the medium term... not sure if this is a good or bad thing (not really sure what this means)
    Resale margins dropping, embedded value barely going up (isn't this value quite important for future earnings? some creative accounting going on here as well...), development margin going up still at least.
    Net Debt up a whopping 65% on prior year

    One thing is for sure, ARV looks pretty flash compared to OCA!
    ARV also bigger now as well.
    Last edited by trader_jackson; 25-07-2019 at 09:13 AM.

  4. #3874
    Guru
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    4,963

    Default

    i say it again OCA remain dependant on trading gains in a rising property market for a big chunk of there profit. hence why there net profit is down as property market is flat
    bull

  5. #3875
    Advanced Member
    Join Date
    May 2015
    Posts
    2,089

    Default

    wow ARV's Basic earnings per share is 90% higher than OCA's... yet ARV's share price is only 28% higher than OCA... ARV is the bargain round here, OCA not so cheap really...

  6. #3876
    Long Member
    Join Date
    Jul 2013
    Posts
    341

    Default

    didn't realise this was the ARV thread

  7. #3877
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    13,327

    Default

    Pretty average sort of result.
    Currently not holding.
    Last edited by percy; 25-07-2019 at 09:43 AM.

  8. #3878
    Advanced Member
    Join Date
    May 2015
    Posts
    2,089

    Default

    Quote Originally Posted by Well Endowed View Post
    didn't realise this was the ARV thread
    OCA is often compared to ARV as they are fairly similar in business model... yet many who 'love' (or previously loved) OCA, are staunchly against ARV... funny stuff really. But yes, I'll try stop highlighting why ARV is a better company than OCA, OCA's result today helps highlight this enough (when compared to the similar ARV)

    I hold both ARV and OCA shares afterall (and have done since they both listed respectively) and I think they both have the right model in the long term, just surprised OCA is having a few more 'issues', that will hopefully be short lived... certainly glad I hold 2x more ARV shares thats for sure... I really need to install the upgrade as I'm sure the normal rampers of OCA (and opponents of ARV) no longer post much on here
    Last edited by trader_jackson; 25-07-2019 at 10:09 AM.

  9. #3879
    Senior Member
    Join Date
    Aug 2002
    Location
    auckland, , New Zealand.
    Posts
    619

    Default

    The bits that matters are up, comprehensive income and operational cash flow


    Total Comprehensive Income has
    increased by 22.1% to $99.8m over the
    year. This measure takes into account the
    enhanced value that we are adding to our
    aged care business as we bring new care
    suites onto the market.


    Operational cashflow up more than 8%

  10. #3880
    Advanced Member
    Join Date
    May 2015
    Posts
    2,089

    Default

    Can anyone find in OCA's announcements this morning any reference to facilities with 4 year certification? for a company that is (supposed) to be so care focused, there seems to be very little info on 'benchmarks' around their care offering/service itself, such as facilities with 4 year certification

  11. #3881
    Guru
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    4,963

    Default

    Quote Originally Posted by trader_jackson View Post
    Oh no, one broker (who is very ambitious with their share price target on SUM) has come out with a preview of what they reckon we'll expect... and it ain't that pretty... OCA's 3rd annual report since being listed, and earnings are going backwards they say... I remember some other dog in this sector starting with A never, ever having earnings per share contracting since they listed (and they've been listed far longer than OCA), and yet sum people have much more favorable views of OCA than that dog ARV...
    ironic really, given OCA is not building a very good track record at all, and yet this was number 1 pick on sharetrader for this years stock picking contest and has many rampers, sum of whom then don't like the listed dog that has a better track record

    At least forsyth reckon dividend is go increase from 4.7c last year to 4.8c this year... but underlying EPS is going backwards 7% they say

    OCA cheap at least
    i was virtually castrated online by the rampers of this stock for even mentioning it was not that good and funny enough some of the biggest rampers are not even that bullish on it anymore. very hillarious
    bull

  12. #3882
    Member
    Join Date
    Feb 2017
    Posts
    89

    Default

    On top of the expected OCA result, I am just thinking why Beagle is banned from this forum, while trader_jackson can still be here, constantly singing for ARV?

  13. #3883
    Advanced Member
    Join Date
    May 2015
    Posts
    2,089

    Default

    Quote Originally Posted by 44wishlists View Post
    On top of the expected OCA result, I am just thinking why Beagle is banned from this forum, while trader_jackson can still be here, constantly singing for ARV?
    I'm not sure why Beagle was banned to be honest so I won't speculate, but seeing he is no longer a holder of OCA (unlike myself), I doubt he will be constantly singing praises of OCA...
    Just always found it ironic how he backed, rather heavily at times, OCA over ARV, to the extend of bordering rubbishing ARV (something I don't do, to either SUM or OCA)... despite ARV more clearly than ever before having a better track record (past and present)

  14. #3884
    Guru
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    4,963

    Default

    might go under $1 today. was not a good report market thinks
    bull

  15. #3885
    Guru
    Join Date
    Jul 2002
    Location
    New Zealand.
    Posts
    2,756

    Default

    Looking sub $1.00 hmmmmm !

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •