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NZ Core: Ryman Healthcare

$11.13 Last Price Sector: Healthcare Market Cap 5,565 M Fair Value $13.00 Investment Perspective Ryman Healthcare is a well-managed company operating retirement villages in New Zealand and Melbourne and is positioned to benefit from a fast-growing elderly demographic in both locations. We expect Ryman Healthcare's business to expand strongly during the five years to 2023, driven by new construction in New Zealand and Australia and from the resale of existing units as a result of portfolio growth. Rising dwelling prices...
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Introducing Mark Hampton

Mark joined the firm in October 2018, coming to us from Auckland based investment firm FNZC. Prior to this he spent three years based in London, working for a retail fund manager. Mark was born and raised in Timaru, before making the trip “up the road” to complete his Bachelor of Commerce in Finance and Accounting at the University of Canterbury. He then began his career in wealth management with Craigs Investment Partners before heading away to London to gain...
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NZ Core: Fletcher Building

Last Price: $5.09 Sector: Construction Market Cap: $4,344M Morningstar Valuation: $6.50 Fletcher Building has lowered its fiscal 2019 earnings guidance, reflecting tougher-than-anticipated conditions within its Australian businesses. Fletcher now expects EBIT (Earnings before Interest & Tax) in the range of $630 million to $680 million in fiscal 2019, with the midpoint of the updated guidance range 6.5% below prior guidance provided in August 2018. While the New Zealand business is tracking Fletcher's expectations, input costs are pressuring margins in Australia...
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Aussie Peripheral: Cochlear Update

Last Price: A$189.65 (Investment view as at 27/11/18 when price was A$169.19) Sector: Healthcare Market Cap $10,954 M Fair Value A$180 Investment Perspective Cochlear is a global leader in the design and production of hearing implants, with an almost-unblemished track record until the recall of the Nucleus 5 implant in 2011. Notably, the recall was voluntary and was based on adverse results in less than 1% of products issued. Management's conservative decision to voluntarily recall the product preserved customer goodwill,...
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Trade Me Takeover at $6.40 - Grant Davies talk to stuff.co.nz about the offer

A takeover offer has been made for Trade Me, with an offer price of $6.40 a share. Trade Me shares leapt 18 per cent, or 96 cents, to $6.06 immediately after the offer was revealed to the NZX. The offer would value Trade Me at $2.5 billion, about $500m more than its sharemarket value when trading closed on Tuesday. Trade Me described the offer from Apax Partners, which is a British private equity company, as "a preliminary, non-binding, indicative proposal"....

Australian Peripheral Stock: Xero

STOCKS RECENTLY ADDED TO HAMILTON HINDIN GREENE’S INVESTMENT COMMITTEE AS PERIPHERAL EQUITIES: Xero Peripheral equities are designed to be supplementary to your core stocks. As such, it is recommended to have a maximum allocation of 5% of your investable wealth in any peripheral equity. SHARE PRICE: $44.59 AUD MARKET CAP: $6.46 BILLION AUD SECTOR: TECHNOLOGY SERVICES OVERVIEW XRO is an information technology provider that specialises in the development and sale of integrated cloud-based accounting software for small businesses and accounting...
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New Zealand Peripheral Stock: a2 Milk Company

STOCKS RECENTLY ADDED TO HAMILTON HINDIN GREENE’S INVESTMENT COMMITTEE AS PERIPHERAL EQUITIES: a2 Milk Company Peripheral equities are designed to be supplementary to your core stocks. As such, it is recommended to have a maximum allocation of 5% of your investable wealth in any peripheral equity. SHARE PRICE: $11.90 NZD MARKET CAP : $8.73 BILLION OVERVIEW ATM is a vertically integrated and multinational manufacturer of a2™ branded milk, infant formula and other value-added dairy products that it processes, packs and...
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How hard is it to time the market?

In the years since the Global Financial Crisis, the world economy has experienced a significant period of expansion, driven in part by a wave of stimulus from major central banks. As this stimulus is gradually removed and we reach record territory for the length of the economic expansion, at least in the US, it’s hard to argue that the cycle is not maturing. A key question we hear posed more and more frequently is whether investors should be significantly adjusting their...
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UK Pension Schemes: Regulator tells schemes to consider cutting pension transfer values

UK Pension schemes are being warned they may be being too generous when offering cash lump sums to people considering transferring out of their gold-plated deals. A letter sent by the Pensions Regulator to defined benefit (DB) pension schemes suggests that trustees think about whether they should cut the amounts on offer for workers leaving the pension scheme. DB schemes are often described as gold-plated because they promise people a certain level of income when they retire, such as final salary...
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How to read a company annual report

Every year any company that has issued shares to retail investors must prepare and publish an annual report. Since annual reports generally follow a standard order, it can be straightforward to review them once you are used to knowing what to look for. In particular, there are some key things to think about when trying to understand the company’s financial performance. 4 THINGS TO THINK ABOUT WHEN READING THE COMMENTARY Annual reports typically start with commentary from the Chief Executive and...
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