AFF Member Stock Discussion

[PLANT]

STILL upset I did not take the close to $88 RHC takeover offer.... before it fell over thinking it would go ahead
It's been sitting at this price for over a year!

 

[cove]

With the big drop in the 10 year US Treasury rate to around 4.72% we should get a pretty good market in Australis today.
The US market bounced nicely tonight.

 

[SydneySwan]

This week three of us in our family will be in Hollywood Private to help RHC.

Has the ASX been advised?

 

[cove]

Just helping out RHC. My stay is over $7000, my brother’s stay will be at least double that and my favorite youngest sons stay will probably be around my cost.
Before long it will add up to quite a bit. Hollywood Private Hospital is less than half the price of Cedar Sinai Hospital in Los Angeles county so RHC will do well over the next decade I would think.
Hospital parking charges are pretty steep but I am unsure if RHC gets that money.
Get ready to smile today if your shares jump.

 

[PLANT]

Pre Telstra meeting offering only coffee and no skim milk just poor.... no displays but plenty of help desk people to discuss Telstras issues.

Small turn out. Limited seating and back of Jeff shed... caught up in cyber security event

Edit: So staff ended being helpful after meeting.
Food supplied.. got 3 boxes into me!
Post meeting skim milk appeared

Check this new bundle offering for byo with good data:
This is the CIS for comparison https://www.telstra.com.au/help/critical-information-summaries/personal/mobile/mobile-plans/telstra-upfront-mobile-plans-2023

Basically the 72 is the essential plan then adding a bundle mobile service for 50. 205GB DATA

 

[Freq Flier 2013]

With the big drop in the 10 year US Treasury rate to around 4.72% we should get a pretty good market in Australis today.
The US market bounced nicely tonight.

I was hoping for a good up day but it wasn’t sustainable. Hope tomorrow is a better one

 

[cove]

Have been investing in some bank hybrids namely CBAPM,NABPH and WBCPL. These yield above 7%. These are riskier than bank term deposits. I do view our big 5 banks as too big to fail.
One non bank hybrid we have is CGFPD as Challenger has released positive profit guidance.
When we lodged funds in a bank term deposit Westpac proceeded to KYC us. After 40 years with them they needed to Know Your Customer. We had to deal with our non local customer service down in Devonport Tasmania.
I hope I can get out of hospital on Thursday.

 

[Freq Flier 2013]

Today was a good down day. Hopefully tomorrow will bring a buying opportunity. Macquarie bank is at a good low point.

 

[cove]

Well we are following the US market so when their interest rates spike their markets drop and vice versa.
I got released from hospital this afternoon complete with crutches and some pretty strong pain meds.
Have not bought Resmed , Ramsay and Seek but I am watching out for a big down day to get some.

 

[SYD]

Well we are following the US market so when their interest rates spike their markets drop and vice versa.
I got released from hospital this afternoon complete with crutches and some pretty strong pain meds.
Have not bought Resmed , Ramsay and Seek but I am watching out for a big down day to get some.

I have 2 of 3 (not Resmed) but have been pondering topping up something. I’m not sure SEK is a long term prospect so might sell next time it‘s at a relative maxima. Two things I have that I could by for short term gain are also not long term prospects (WDS and STO).

 

[Freq Flier 2013]

I’ve also been looking at Resmed.
They are down due to Ozempic and how thinner people will have less sleep apnea. Not sure I believe that theory and not sure how effective Ozempic will be for purely weight loss vs diabetes management.

 

[PLANT]

Met Scott ex-CEO of Transutban today and board member the executive of QLD division.
Presentations at AGM watered down, coffee terrible but made up for with plenty of food.
Concerning the market it is BLACK Friday anniversary today.... here... tonight US .... Ray D and UNITED (LIC) CEO say just that start of pull back.... dive for both markets... hold on people!

 

[cove]

One problem for women is Ozempic can delay the absorption of birth control pills. it was meant to help diabetes but now many want it for weight loss.
Resmed has been hammered with the stock market believe these weight loss meds can lower the market size for sleep apnea.

 

[cove]

Most individual investors just won’t sell CBA and Transurban. Both are priced for perfection.

 

[RooFlyer]

I'm a AGM addict...

Going to Qantas?

Most individual investors just won’t sell CBA and Transurban. Both are priced for perfection.

Perfect to sell or perfect to hold? When I retired, my financial adviser told me I should lighten up my considerable holding of CBA shares. i’m so glad I didn’t.

 

[Freq Flier 2013]

Going to Qantas?



Perfect to sell or perfect to hold? When I retired, my financial adviser told me I should lighten up my considerable holding of CBA shares. i’m so glad I didn’t.

Hard to see CBA going higher than the latest high. All the interest rate increase should see an increase in bad debts and reduced consumer savings.

 

[cove]

No bank ever achieves perfection but here we are with CBA around $100 with what might be a slow down in the economy and rising bad debts.
We haven’t ever sold any CBA.

 

[PLANT]

I believe Qantas AGM will be extremely entertaining..... YouTube replay will get a heap of views..... but Cole's is on at same time and the Feed will be better pre/post meeting.... as they are in the same building and if close might play human table tennis ball

Oh and I'm convinced I either got covid from the Melbourne lounge(face mask on... sitting away from others) or the actually over booked flight after being in the lounge

 

[burmans]

No bank ever achieves perfection but here we are with CBA around $100 with what might be a slow down in the economy and rising bad debts.
We haven’t ever sold any CBA.

I have certainly sold CBA at times but for me it’s been a great investment despite the many suggestions over the years that it was going to suffer a large price drop! The ‘experts’ don’t always get it right!

 

[tgh]

Kohler is this morning suggesting with a high degree of confidence a two year bear market from here ….
My call ( as always) is to sit it out, but others with a more dynamic investment strategy may choose ( if not already in place ) some risk minimisation
Interesting times….