AFF Member Stock Discussion

[tgh]

A sucker rally ?.. been there done that…..

 

[earlyriser]

A sucker rally ?.. been there done that…..

The US will do everything they can to keep things going - until they can't anymore. When that is, who knows!?

 

[Buzzard]

I might off load TLS and take advantage of some opportunities.

 

[Gold Member]

Putting aside the human toll and the tragic consequences of the virus, I am predicting far worse economic and financial consequences as a result of COVID-19 than the markets have currently priced in. I am selling the majority of my retail and super funds into this small rally today/tomorrow. Tempted to buy gold ETF (and possibly BEAR ETF) at some point.

There are several key indicators such as highly leveraged corporate credit and overstretched debt markets which when they unravel will cause a snowball effect. Monetary stimulus will have little impact in this low interest rate world, while fiscal stimulus will help but not prevent the US to fall into a probable recession. The rest of the world will suffer to varying levels as a result.

These are my humble opinions only. No one can be certain what will play out. For me, this is not just risk tolerance, rather strategically repositioning in light of what I see as massive tail risk that has not been factored in yet.

 

[tgh]

The challenge with getting out is having the gonads to get back in...

 

[Freq Flier 2013]

I’ve been playing with GEAR, BEAR but also BBOZ as all of them have different gearing applied to market movements. If you think the market will go down then bboz is a stronger buy as it will increase much more then BEAR

 

[moa999]

Described here

3 Bears: Learn more about going short with ASX traded funds

Discover BetaShares “Bear” funds which trade on the ASX and offer short exposure to the Australian and US markets. Learn more.

www.betashares.com.au

GEAR is also levered

Forward or reverse? Finding the right gear for any market direction

In many of my conversations, I come across professionals who express FOMO (Fear Of Missing Out) and yet still they sit on the sidelines when it comes to investing in the market. It seems that everyone these days is nervous about market valuations, and top of mind for many is how much more upside...

www.betashares.com.au

 

[Buzzard]

TLS out, EVT in.

 

[Isochronous]

Based on today's close and the 2018 dividend, WBC will now return 12%

Only question is whether a dividend cut is on the horizon.

 

[tgh]

a dividend cut is on the horizon.

Probably.. but in 2009 , my broker suggested I might "enjoy" overall 30% drop in portfolio dividends.
As I recall the dividend stream barely faltered.
This time it may be different.

 

[Buzzard]

Only question is whether a dividend cut is on the horizon.

Who really knows.
What I do know though, is that I would rather a dollar invested in a bank than a dollar deposited in a bank.

 

[TheRealTMA]

Bought a parcel of shares two weeks ago. Only one above water is Opticom.

 

[cove]

Shoulda bought toilet paper.....

 

[I love to travel]

Where can you find the ASX futures?

 

[amaroo]

Our 1/3 of super invested in shares is down around $75K .... lucky we're not retiring for another 20+ years!

 

[moa999]

How much was it up last year though

 

[amaroo]

How much was it up last year though

Always look forward ... at least with a smile

 

[serfty]

How much was it up last year though

Always look forward ... at least with a smile

I have a work associate who seemingly has been very frugal - they were complaining three weeks ago that their investment broker sold some of the portfolio earlier this year (strategic profit taking) and those shares sold would have had a market price at the time of $60K more than they had been sold for.

What was done late last week? The investment broker was advised their services were no longer required.

 

[Isochronous]

For those of you interested in gold explorers, keep an eye on Mako Gold (MKG). Drilling results have shown good potential.

 

[pyffii]

Where can you find the ASX futures?

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