AFF Member Stock Discussion

[MARTINE]

Or go shopping with those fully franked dividends?

I’ll be banking mine at 5.5% and pondering whether to hold cash or buy stuff.

Lovely problems to face

 

[tgh]

Just luuuuuurv dividend season

 

[prozac]

Been watching BHP. Yesterday looked like it would break down through $40, now at $38.83 today looks like there is nothing to support it to $35.

 

[tgh]

There has to now be a fair argument for a looming correction..150 points already this morning..
Lots of bad news in the press creates doubt , funds tidy up and folks head for safety.

 

[drron]

Nvidia dropped a cool 415 million last night.

 

[MARTINE]

There has to now be a fair argument for a looming correction..150 points already this morning..
Lots of bad news in the press creates doubt , funds tidy up and folks head for safety.

Some of us use the opportunity to buy

 

[prozac]

Nvidia dropped a cool 415 million last night.

Like all tech stocks, way overpriced.

 

[Mr_Orange]

Lots of bad news in the press creates doubt , funds tidy up and folks head for safety.

Funds don't react to what is the press. They would have already known what is in the press today and reacted accordingly.

Stock markets like to climb a wall of worry so, whilst today is down day, it's not going to be a huge reversal.

 

[TheRealTMA]

Nvidia dropped a cool 415 million last night.

Ah you are only out by a thousand fold! Billion nor million. But as one of the twins, who tried to corner the silver market some years ago, once said. "a billion dollars is not what it used to be."

 

[Freq Flier 2013]

I’ve been lending funds for first mortgage either via a fund or direct projects via a 3rd party. A 13% return will low lvr is a better investment in current time. For me it’s a good split between shares and first mortgage lending.
Through in a few hybrids and it looks like a balanced investment in my view.

 

[Brissy1]

I’ve been lending funds for first mortgage either via a fund or direct projects via a 3rd party. A 13% return will low lvr is a better investment in current time. For me it’s a good split between shares and first mortgage lending.
Through in a few hybrids and it looks like a balanced investment in my view.

Check the integrity/independence of the "v" in the lvr. Risk vrs reward as always, good luck.

 

[prozac]

Watching Woodside slide with the falling oil price. Looks like it might break down through $24 on match-up.

 

[Brissy1]

Watching Woodside slide with the falling oil price. Looks like it might break down through $24 on match-up.

The cause of the oil price drop is concerning on a macro level. Yet asx up again today, and the banks... don't know why but wow.

Visited Star SGR new Queens Wharf casino building yesterday ($B3.6 ? Star 50%) a question being how much more revenue will it earn compared to the replaced heritage Treasury building (value $B½?). Shocked. Not better, not even as nice, although perhaps more floor space for pokies.
Had been thinking SGR looked cheap, on my watchlist, but even if it comes out of suspension much cheaper, I'm now not a buyer.

 

[prozac]

The cause of the oil price drop is concerning on a macro level. Yet asx up again today, and the banks... don't know why but wow.

Visited Star SGR new Queens Wharf casino building yesterday ($B3.6 ? Star 50%) a question being how much more revenue will it earn compared to the replaced heritage Treasury building (value $B½?). Shocked. Not better, not even as nice, although perhaps more floor space for pokies.
Had been thinking SGR looked cheap, on my watchlist, but even if it comes out of suspension much cheaper, I'm now not a buyer.

Did some research. Woodside has just successfully priced US$2 billion (au$3b) of senior unsecured bonds in the US. Themarket doesn't like this. The funds are purported to be funding for the purchase of the clean ammonia project in Texas and the LNG terminal purchase in Louisianna.

 

[Freq Flier 2013]

Did some research. Woodside has just successfully priced US$2 billion (au$3b) of senior unsecured bonds in the US. Themarket doesn't like this. The funds are purported to be funding for the purchase of the clean ammonia project in Texas and the LNG terminal purchase in Louisianna.

I do wonder why the market doesn’t like it. Was the interest rate paid too high?

 

[cove]

Woodside is being affected by the oil price declining. China demand has eased with their manufacturing going backwards.

 

[prozac]

I do wonder why the market doesn’t like it. Was the interest rate paid too high?

Has me wondering. Surely funding expansion without diluting the share register is a good thing. The bond rate is 5.1% which is reasonable.

Post automatically merged: Sep 6, 2024

Woodside is being affected by the oil price declining. China demand has eased with their manufacturing going backwards.

Yes, I mentioned this initially but it really seems to be the bond rate that the market doesn't like.

 

[cove]

It is short sellers getting active in our over priced market.

 

[Mr_Orange]

110 point slide on the S&P500 overnight.

 

[tgh]

Seat belt sign is… on...