IFT - Infratil

[huxley]

I for one look forward to reading the the comments about what constitutes infrastructure when the Console Connect transaction goes through

Okay, recent events suggest it’s definitely infrastructure

[Toddy]

USG and MFT stand out for phenomenal LT returns vs IFT ...USG has the comfort of low cost fund thus safer then single stock risk ...otherwise MFT beats IFT hands down on all LT time frames and both NZX stocks

A common strategy for the risk adverse on the NZX is just to hold IFT, MFT and FPH. Good solid international stocks.

Therefore comparing the returns between the stocks as competitors is not necessary.

Those risk adverse stocks as a trifecta would have made a solid return. And will continue to do so into the future.

[alokdhir]

A common strategy for the risk adverse on the NZX is just to hold IFT, MFT and FPH. Good solid international stocks.

Therefore comparing the returns between the stocks as competitors is not necessary.

Those risk adverse stocks as a trifecta would have made a solid return. And will continue to do so into the future.

Mate the discussion behind which maybe u forgot to read was Kiora asking better LT returns stocks than IFT trading on NZX ...Jaa responded with long list with MFT well ahead of IFT's 20 years return ....I just added my two cents by suggesting USG which is US Large Cap FUND ...its also doing better then IFT at present .

FYI ...Kiora has a two stock portfolio ...80% IFT and 20% FPH ....so he maybe interested in diversifying out of IFT maybe thats why he asked for better LT returns stocks then IFT ....hopefully now u know the full context of my post !!!

[huxley]

Mate the discussion behind which maybe u forgot to read was Kiora asking better LT returns stocks than IFT trading on NZX ...Jaa responded with long list with MFT well ahead of IFT's 20 years return ....I just added my two cents by suggesting USG which is US Large Cap FUND ...its also doing better then IFT at present .

FYI ...Kiora has a two stock portfolio ...80% IFT and 20% FPH ....so he maybe interested in diversifying out of IFT maybe thats why he asked for better LT returns stocks then IFT ....hopefully now u know the full context of my post !!!

I guess the question is whether this is relevant to a thread on Infratil. There’s a whole universe of low cost funds (listed and unlisted) tracking large cap US shares. If you want to talk about the merits of an investment in MFT or anything else on the NZX then there are threads available to have that discussion. It’s all good, but the discussion on here is getting off track.

[Southern Lad]

The Australian Dataroom column is reporting that Commonwealth Superannuation Corporation has hired Barrenjoey as it seeks to offload its 24% CDC stake.

Interesting dynamics for IFT - is it a buyer? Is IFT a partial seller if the price is high enough?

Any completed transaction will provide evidence of actual market value.