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10-07-2017, 02:30 PM
#5261
Originally Posted by peat
Main guys dot a bit frustrated at BT and formed their own company a few years ago
A couple of them are accountants - so must be pretty good. (Had to say that)
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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10-07-2017, 04:49 PM
#5262
Salt of the earth forward thinking bean counters, (investors would be hoping), but I think they're barking up the wrong tree shorting this one. Hard to swim against a constant incoming tide for very long...
Speaking of salt of the earth asset managers I rate that Shane Solly of Harbour asset management, pretty smart guy. http://www.sharechat.co.nz/article/9...year-high.html
Last edited by Beagle; 10-07-2017 at 05:59 PM.
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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11-07-2017, 12:41 PM
#5263
Ryman up 49c from a week ago, Sum up a wee bit, how's that SP ratio chart tracking winner?
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11-07-2017, 01:34 PM
#5264
Originally Posted by Beagle
Salt of the earth forward thinking bean counters, (investors would be hoping), but I think they're barking up the wrong tree shorting this one. Hard to swim against a constant incoming tide for very long...
Speaking of salt of the earth asset managers I rate that Shane Solly of Harbour asset management, pretty smart guy. http://www.sharechat.co.nz/article/9...year-high.html
I get the feeling sometimes these fund managers just want to stick their neck out to raise their profile and maybe their ego's... not that they need bigger ones. If it comes off, great for them... if not, they are so diversified it doesn't really matter... its not like SUM would be 100% of their portfolio. Good for us, if we are buying low because of their shorts.
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11-07-2017, 02:36 PM
#5265
Originally Posted by Nasi Goreng
I get the feeling sometimes these fund managers just want to stick their neck out to raise their profile and maybe their ego's... not that they need bigger ones. If it comes off, great for them... if not, they are so diversified it doesn't really matter... its not like SUM would be 100% of their portfolio. Good for us, if we are buying low because of their shorts.
Thats exactly what I thought about that Simplicity announcement yesterday on gender and ethnic diversity in boards. So much grandstanding. FFS they're less than a year old and they're trying tell company's what to do. (Sorry off topic)
For clarity, nothing I say is advice....
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11-07-2017, 02:40 PM
#5266
Originally Posted by peat
Thats exactly what I thought about that Simplicity announcement yesterday on gender and ethnic diversity in boards. So much grandstanding. FFS they're less than a year old and they're trying tell company's what to do. (Sorry off topic)
Stay off topic.
I am enjoying it.
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11-07-2017, 07:22 PM
#5267
Member
Originally Posted by couta1
Ryman up 49c from a week ago, Sum up a wee bit, how's that SP ratio chart tracking winner?
Mateeee, reckon RYM's short term swing is related to end of year tax situations. But, long term on this sector is bloody positive. Focus is on how sector Leverage debt, Manage debt, Manage clients, Development costs and how reserve bank manages interest rates. Also property growth, how councils release and re-zone land.
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11-07-2017, 07:59 PM
#5268
Did Salt REALLY admit to being short? Lovely, thats a red rag to some of the other funds out there, who, if they follow usual procedure, will put the squeeze on. Tequila and lemon with your salt anyone?
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11-07-2017, 11:45 PM
#5269
Short people got no reason
Short people got no reason
Short people got no reason
To live
They got little hands
And little eyes
And they walk around
Tellin' great big lies
They got little noses
And tiny little teeth
They wear platform shoes
On their nasty little feet
Well, I don't want no short people
Don't want no short people
Don't want no short people
Round here
For clarity, nothing I say is advice....
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12-07-2017, 09:36 AM
#5270
The retirement sector has been a bad investment this yr well underperformed the nzx except for arv.
one step ahead of the herd
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