Nothing to do with SUM, but it used to be said that a strong Auckland rugby team was necessary for a strong All Blacks team!
:ohmy:
Yes, I know, the Blues are on the way back.
Apologies for the interruption.
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Nothing to do with SUM, but it used to be said that a strong Auckland rugby team was necessary for a strong All Blacks team!
:ohmy:
Yes, I know, the Blues are on the way back.
Apologies for the interruption.
http://www.sharechat.co.nz/article/d...nd-scales.html
“We have continued to highlight our caution on the retirement village sector, particularly in the face of slowing house price inflation,” their recommendation to clients at the end of March says.
as per link from Balance
CRAIGS: SELL SUMMERSET, BUY GENTRACK AND SCALES
Craigs Investment Partners is recommending investors sell shares in retirement village operator Summerset Group and to buy shares in utilities software provider Gentrack.
Monday 8th April 2019 Text too small?
Couts ...I wonder if Craig’s guru Lister has heeded his firms advice and sold his mansion yet ...not going to be worth much in a few years time eh
https://www.marketscreener.com/SUMME...438/consensus/
Let's not pretend for one minute longer that Craigs are the root of all knowledge for goodness sake. The average broker price target is $7.00 !!
Ok, I have found what Craigs said. It was on the 28/3/2019 and was a Strategy Report for private wealth research in the NZ equities Portfolio.
They did not say SELL SUMMERSET, BUY GENTRACK AND SCALES
they said "Removing Summerset (previously 6%) and increase Ryman weighting to 8%(from 6%)"
In another part of the report they said they were introducing both Scales and Gentrack into the portfolio
Not quite the same thing
craigs: Sell summerset
Removing from their high conviction list probably...I think they talk in riddles like that...not that I really care much... as per post above.