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  1. #2701
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    Quote Originally Posted by winner69 View Post
    That was a good post by baabaa last night

    Almost saying we should all chill out and not worry about this minutiae stuff.

    In other words for the sake of our well-being should we ask for this thread to be closed down for a year.?

    That way no can’t do minutiae stuff and we will all be better for it.....and heaps richer in a years time
    And so say all of us

  2. #2702
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    Quote Originally Posted by winner69 View Post
    That was a good post by baabaa last night

    Almost saying we should all chill out and not worry about this minutiae stuff.

    In other words for the sake of our well-being should we ask for this thread to be closed down for a year.?

    That way no one can can do minutiae stuff and we will all be better for it.....and heaps richer in a years time
    I frequently read but rarely contribute to this thread. I am often baffled how the sky seems to be falling in on a movement of just a couple percentage points. I do feel like sharetrader users as a whole are very much invested in this stock and emotions run unusually high.

    In contrast, no one seems to blink an eye when ATM moves 5% on an often daily basis

    /shrug

  3. #2703
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    Quote Originally Posted by winner69 View Post
    That was a good post by baabaa last night

    Almost saying we should all chill out and not worry about this minutiae stuff.

    In other words for the sake of our well-being should we ask for this thread to be closed down for a year.?

    That way no one can can do minutiae stuff and we will all be better for it.....and heaps richer in a years time
    One thing i learnt a long time ago was to set achievable goals w69. Here endith the lesson today.

  4. #2704
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    Quote Originally Posted by Baa_Baa View Post
    They will indeed come, 'sales', will come in time of course, shrewd investors might be using that time to accumulate a decent holding while the SP is so lowly valued. It's like a gift no TA can give one, and no amount of FA or commentary can influence. Or so it seems.

    Better to just be in the 'relatively early club' and accumulate as much as is reasonable and enjoy the ride from there. Long haul stuff is like that, ignorance to begin with, largely ignorant in between and then OMG enlightenment follows, but then it's too late for the uninvested.

    I don't get the minutiae analysis of this sector, as a whole it is hot and has been for a while. People must like wondering, maybe academically whether such and such has a 0.x% something better yield than something else, but to be frank screw that, the whole sector is on fire and despite all that there's not a bad retirement company in the current climate and this is as good as any, maybe better, but who cares when you have a bit of all of them.

    We should not split hairs so much imho, maybe focus on the overall sector opportunity. It's going to outperform most when few other sector opportunities seem apparent and the doom and gloom builds momentum.
    I don't think the sector as a whole is hot. SUM companies are struggling to sell their units and others and pouring hundreds of millions into the Melbourne market that's quite possibly in the early stages of a major correction which will impact both development and resale profits going forward. Past performance is no guarantee of future performance.

    Business model's of some companies offer more compelling apparent advantages going forward than others. Beagles will always try and use the maximum range of their sniffing ability to see what's going to offer the best feed in the future because who wants mediocrity in their investment portfolio...

    Patience is your best friend with this one.
    Last edited by Beagle; 15-01-2019 at 08:59 AM.
    No butts, hold no mutts, (unless they're the furry variety).

  5. #2705
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    It is curious how so much attention OCA receives on Sharetrader. Perhaps it reflects a lack of activity/interest in the rest of the tiny - and steadily shrinking - NZX: or speculation about the perceived overhang from the MacQ stake: or second thoughts about the much-hyped grey tsunami that is expected by some to guarantee the fortunes of all in the retirement sector. Whatever it is/was, taking a few steps back and looking for other topics in the market would be refreshing.


  6. #2706
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    Quote Originally Posted by macduffy View Post
    It is curious how so much attention OCA receives on Sharetrader. Perhaps it reflects a lack of activity/interest in the rest of the tiny - and steadily shrinking - NZX: or speculation about the perceived overhang from the MacQ stake: or second thoughts about the much-hyped grey tsunami that is expected by some to guarantee the fortunes of all in the retirement sector. Whatever it is/was, taking a few steps back and looking for other topics in the market would be refreshing.

    Yep .....sniffing around petrol and aviation fuel would be more exciting
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  7. #2707
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    Quote Originally Posted by winner69 View Post
    Yep .....sniffing around petrol and aviation fuel would be more exciting
    Or better still the smell of burning Methanol.

  8. #2708
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    Quote Originally Posted by couta1 View Post
    Or better still the smell of burning Methanol.
    The You Tube guys on Cleetus Mcfarland, seem to get a great deal of extra horse power with Nitro.?...lol.

  9. #2709
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    Quote Originally Posted by percy View Post
    The You Tube guys on Cleetus Mcfarland, seem to get a great deal of extra horse power with Nitro.?...lol.
    Yep that's the top fuel and seldom run in NZ, spark plugs barely make it through one quarter mile pass without disintegrating along with other parts of the engine.

  10. #2710
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    Quote Originally Posted by winner69 View Post
    Yep .....sniffing around petrol and aviation fuel would be more exciting
    Some "high" forecasted dividend returns from ZEL Consumer staple too...
    No butts, hold no mutts, (unless they're the furry variety).

  11. #2711
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    Consumer staple.??????????????????????????????

  12. #2712
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    Quote Originally Posted by percy View Post
    Consumer staple.??????????????????????????????
    Sure is, hot pies, cold soft drinks and coffees. Staple food for many !!

  13. #2713
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    Default What is a consumer staple ?

    https://www.investopedia.com/terms/c...merstaples.asp
    "Consumer staples are essential products, such as food, beverages, tobacco and household items. Consumer staples are goods that people are unable or unwilling to cut out of their budgets regardless of their financial situation. Consumer staples are considered to be non-cyclical, meaning that they are always in demand, no matter how well the economy is performing. People tend to demand consumer staples at a relatively constant level, regardless of their price".

    Good quality late stage healthcare is also a consumer staple for people who need and can afford it, as is fuel, (unless you have an electric car in which case electricity is your fuel and also a consumer staple). Living in an independent retirement unit on the other hand, (such as that which is predominantly offered by SUM and MET) is a lifestyle choice people make, not a consumer staple and people will avoid it if the terms and conditions are not right. What is a need and what is a discretionary choice is a very important distinction to note when choosing which company you want to invest in especially if times get tougher and the real estate market comes under pressure.
    Bad dog, sniffing which is best...must go and park at the airport and watch my planes and sniff the breeze when they takeoff...some dogs are known to like the smell of spent aviation fuel Consumer staples are not just food.
    Last edited by Beagle; 15-01-2019 at 10:45 AM.
    No butts, hold no mutts, (unless they're the furry variety).

  14. #2714
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    You certainly give a new meaning to them.!!
    I will stick with the accepted meaning.

  15. #2715
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    When Oil went to nearly $150 barrel late last decade and fuel hit record high's fuel consumption dropped just 2% on a national basis. I think this tells us all we need to know about how inelastic the demand for fuel is. If they doubled the price of your favourite food item do you think you'd still consume the same amount ?
    Listening to CNBC the other day the cost of quality late stage care in the US is ~ $US9,000 per month approx. $NZ3,000 per week + GST. (Currently somewhere around half that here)

    If the price of late stage, (say dementia care) doubled to that level in N.Z. over the next decade and you absolutely needed it would that put you off ? What would you do instead ?
    On the other hand if the cost of voluntary independent living entry into retirement village (both the up front capex cost and weekly fees) doubled over the next decade would that put you off ? What would you do instead ?

    What is a want and what is a need ? Yes, its really that simple.
    Last edited by Beagle; 15-01-2019 at 12:05 PM.
    No butts, hold no mutts, (unless they're the furry variety).

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