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30-09-2023, 04:04 PM
#3281
Originally Posted by Azz
Okay they were paying millions of dollars in ongoing "branding fees". But I think "One" is a terrible rebrand, but who knows......
When I hear it, I always think it's that TV channel that I don't watch. Or it feels like the start of something: "One... pear" "One... pissed-off customer" etc
Because of this, I'm gonna knock 50c off my Infratil buy-in price, which was a well thought out, charted, and researched $9.99.
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30-09-2023, 04:28 PM
#3282
Originally Posted by Azz
Because of this, I'm gonna knock 50c off my Infratil buy-in price, which was a well thought out, charted, and researched $9.99.
Haha, how really well thought out?
Expecting a real share market crash then?
Good luck.
By 2026 Longroad alone is expecting to earn as much EBITDA as IFT is earning now.
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30-09-2023, 04:34 PM
#3283
Originally Posted by kiora
Haha, how really well thought out?
Expecting a real share market crash then?
Good luck.
By 2026 Longroad alone is expecting to earn as much EBITDA as IFT is earning now.
My research pinpointed the perfect buy-in price via aligning one Infratil share with a large Big Mac combo from three years back.
Last edited by Azz; 30-09-2023 at 04:54 PM.
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30-09-2023, 04:49 PM
#3284
Originally Posted by kiora
Expecting a real share market crash then?
Good luck.
I'm biding my time. Things are just a bit weird at the moment for the NZ share market. I may pay more in future than now, but so be it.
Here is my list of NZ stocks on my buy list:
1) Infratil
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30-09-2023, 09:03 PM
#3285
Member
Originally Posted by Azz
I'm biding my time. Things are just a bit weird at the moment for the NZ share market. I may pay more in future than now, but so be it.
Here is my list of NZ stocks on my buy list:
1) Infratil
Infratil is already my biggest shareholding and my buy list is still the same as yours!
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01-10-2023, 05:08 AM
#3286
Originally Posted by Azz
My research pinpointed the perfect buy-in price via aligning one Infratil share with a large Big Mac combo from three years back.
Say that again?
What is the relationship between a Big Mac combo from three years back & IFT?
I would suggest IFT management are more of a profit center than a Big Mac combo from three years back
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01-10-2023, 08:23 AM
#3287
Originally Posted by kiora
Say that again?
What is the relationship between a Big Mac combo from three years back & IFT?
I would suggest IFT management are more of a profit center than a Big Mac combo from three years back
I was wondering mate so thought I shud ask u ....
U have two stock portfolio with CURRENT ratio being 80% IFT and 20% FPH as per your last disclosure .
Did u start with these ratios OR over the period of time it became like this keeping in view IFT doing much better then FPH at present ...may had been different when FPH was flying high above $ 36 ?
PS : Aim is to know how to manage such simple portfolios ...keep rebalancing at regular intervals or let them run as they go ?
Last edited by alokdhir; 01-10-2023 at 08:25 AM.
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01-10-2023, 11:32 AM
#3288
Originally Posted by Azz
My research pinpointed the perfect buy-in price via aligning one Infratil share with a large Big Mac combo from three years back.
Quick sums ….price of Big Mac in NZ seems to have outperformed IFT shares over last couple of years
”When investors are euphoric, they are incapable of recognising euphoria itself “
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01-10-2023, 12:03 PM
#3289
Originally Posted by winner69
Quick sums ….price of Big Mac in NZ seems to have outperformed IFT shares over last couple of years
And will only continue to increase faster than IFT over the coming years if Inflation can't get under control
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01-10-2023, 10:27 PM
#3290
Originally Posted by alokdhir
I was wondering mate so thought I shud ask u ....
U have two stock portfolio with CURRENT ratio being 80% IFT and 20% FPH as per your last disclosure .
Did u start with these ratios OR over the period of time it became like this keeping in view IFT doing much better then FPH at present ...may had been different when FPH was flying high above $ 36 ?
PS : Aim is to know how to manage such simple portfolios ...keep rebalancing at regular intervals or let them run as they go ?
I always have taken up allotment of most new listings since the 80's up until around 5 years ago.
Lately I haven't added any new listings as I couldn't get enough to be worthwhile or appeared sub par investments/businesses cf IFT or FPH
I added more IFT as I went & maintained initial FPH(did sell some FPH,15%, 5? years ago)
& sold the other laggards when needed some funds for other investments or when market seemed to be turning & needing to pay off some OD
From memory sold
FBU many moons ago
WHS @ $7.50 cashed for projects
Skl @ $2.50 after buying in cash issue @ $0.50
AIA $6.20 after reading book on pandemics
RBD @ $2.50? after buying in when RBJ disclosed his holding
ARV $1.30 on way up when market turning pay off some OD
Turners @ $3.50 when market turning pay off some OD
SKC @ $3.50 when market turning pay off some OD
MHI,NPH,THL, etc pay off some OD
Now comfortable letting them run as I go with no rebalancing.
Last edited by kiora; 01-10-2023 at 10:41 PM.
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