ARV - Arvida Retirement Villages

[Snow Leopard]

Seems to have had a little run whilst I have been away and 1 of only 2 NZX stocks (the other is THL) the infallible Tiger Stock Picking Software is currently keen on.


Best Wishes
Paper Tiger

[kiora]

Seems to have had a little run whilst I have been away and 1 of only 2 NZX stocks (the other is THL) the infallible Tiger Stock Picking Software is currently keen on.


Best Wishes
Paper Tiger

Let me know when you're going back on holiday PT for buying back in

[kiora]

Can anyone explain why such a low margin of safety between eps of 12.9cents and a PE ratio of 10.1 ??

http://www.4-traders.com/ARVIDA-GROU...84/financials/
They issued more shares to purchase 3 existing villages this yr hence rising EBIT & PE

[Mitch]

Can anyone shed some light onto why there is such a small margin of safety between EPS (12.9cents) and PE ratio (10.1)?

[glennj]

Can anyone shed some light onto why there is such a small margin of safety between EPS (12.9cents) and PE ratio (10.1)?

I'm not sure what you are getting at here Mitch? Perhaps you are mistaking PE with dividend payout?

[winner69]

Can anyone shed some light onto why there is such a small margin of safety between EPS (12.9cents) and PE ratio (10.1)?

Multiply the 12.9 (the eps) by the 10.1 (pe) you get the share price of 130

That answers your question - think about it

[glennj]

Multiply the 12.9 (the eps) by the 10.1 (pe) you get the share price of 130

That answers your question - think about it

That is basic and it doesn't really address the "such a small margin of safety" comment.
Maybe Mitch will clarify what he meant?

[winner69]

That is basic and it doesn't really address the "such a small margin of safety" comment.
Maybe Mitch will clarify what he meant?

I think mitch has misunderstood percy's lessons and need to grasp what a PE ratio really is

Suggesting he thinks about what I posted was an attempt to help him out

[stevevai1983]

some quick questions:
1: Why ARV is able to distribute such high cash dividend while other retirement companies can't?(even you reduce RYM/SUM to the same valuation) Is it because ARV's bed % is higher?

2: According to the latest presentation, ARV's portfolio is quite big already after some acquisitions. The total units/beds is about the same as SUM. However SUM has a significant higher build rate. Does that mean SUM will have higher growth rate. In this case, SUM deserves higher valuation. (so we can't expect ARV's valuation to increase to RYM/SUM's level)

[King1212]

Third quater dividend and update are due soon...maybe tomorrow or early next week....come to poppa ..juicy dividend....Arvida is a keeper....