AFF Member Stock Discussion

[Mr_Orange]

Except that Tesla Australia is planning on bringing then to AU. Moves afoot to bring in demonstrators with RHS driving position.
Interesting times...

There are a couple here already (not on the road though) as colleague (a Model 3 owner) took a photo standing next to one. They are enormous!

 

[Freq Flier 2013]

Anyone going to get WAM income Maximiser? Is it worth it for potential the cap gain as all hybrids have had a good increase?

 

[Dr Ralph]

DRO. Up 11%. Looks like someone knows something interesting.

Down 12% today. But as I indicated previously, such movements are not unusual.

Post automatically merged: Tuesday at 7:47 PM

Anyone going to get WAM income Maximiser? Is it worth it for potential the cap gain as all hybrids have had a good increase?

I'll look at the prospectus. But, I don't expect signficant capital gain. I don't believe that was ever the primary purpose of such an issuing.

 

[tgh]

We have an allocation but will pass...
New funds chasing income are likely duds for capital gains………………..imo………...

 

[Freq Flier 2013]

We have an allocation but will pass...
New funds chasing income are likely duds for capital gains………………..imo………...

60% is in equities. So some capital gains should be priced in… if the market keeps going up.

 

[tgh]

some capital gains should be priced in

There is a retail product in the market for almost everyone , broker often suggests this fund or that fund..
With a pension paying super fund we have prioritised earnings but the times they are a' changing , the fund is now
effectively part of an estate that will go to heirs.
To that end the changes in the fund will now prioritise growth and capital gains until the heirs decide how many Ferrari's and how much income….

 

[tgh]

Post covid stock levels may be peaking ; on the new ( China funded port) in Sri Lanka there were maybe 5 thousand new cars seeking homes.
I doubt they would tell, but the current International stock levels of Chinese EV manufacturers might be interesting

 

[Dr Ralph]

Received the email re WAM Income Maximiser today, indicating a priority offer.

When following the link it says "Enter Wilson Asset Management Family Priority Code". But there doesn't seem to be a code anywhere in the email.

Anyone get the email and/or know anything about where to find the code?

 

[tgh]

seriously who would want their representatives to go down that path

seriously.. what other option.. ?
History suggests sucking up to gods and emperors and other elites...mostly works

 

[prozac]

Sold TLS today in anticipation of market correction. It is well priced and unlikely to have a big rise soon so building a war chest. Also it is now cough so dividend paid in a couple of weeks.

 

[Buzzard]

TLS currently sitting at $4.115
I always knew it would go above $4.00.
This was because I sold all mine at $4.00

 

[SYD]

TLS currently sitting at $4.115
I always knew it would go above $4.00.
This was because I sold all mine at $4.00

For some reason I never bought into the Telstra T1 tranche. Instead buying my first parcel on market just before T2. I then bought T2 @ $7.40 in 1999…. It went south after that (partly “Tech wreck” and then own goals in how they handled the NBN rollout…).

Exited TLS a couple of years ago and unlikely to get back in (well, not directly…).

 

[prozac]

TLS currently sitting at $4.115
I always knew it would go above $4.00.
This was because I sold all mine at $4.00

I bought 10k at $3.80 a year ago just before they went Ex. Now they are cough dividend I was happy to sell at $4.11 as I am still a market bear at this point. An extra $40k will not go astray if the market dives.

 

[SydneySwan]

An extra $40k will not go astray if the market dives.

So you don’t classify the last few sessions as a ‘dive’?

 

[prozac]

So you don’t classify the last few sessions as a ‘dive’?

I am expecting much more.

 

[prozac]

I am expecting much more.

The pres. has increased tarriffs 25%-50% on Ontario in response to Ontario premier putting tarrifs on their electricity exports to US. Of-course Ontario rely on the US income for their electricity so they kind of shot themselves in both feet. Anyway Premier Doug Ford has backed down and so POTUS has removed the extra tarrif.
I am expecting many more market falls ahead as markets come to terms with POTUS strategy. I think POTUS wants to trash the economy in order to reign in inflation and reset the over-valued us dollar. Trashing the economy will have it's own difficulties in keeping inflation under control in a recovery. Rough times ahead.

 

[andye]

The pres. has increased tarriffs 25%-50% on Ontario in response to Ontario premier putting tarrifs on their electricity exports to US. Of-course Ontario rely on the US income for their electricity so they kind of shot themselves in both feet. Anyway Premier Doug Ford has backed down and so POTUS has removed the extra tarrif.
I am expecting many more market falls ahead as markets come to terms with POTUS strategy. I think POTUS wants to trash the economy in order to reign in inflation and reset the over-valued us dollar. Trashing the economy will have it's own difficulties in keeping inflation under control in a recovery. Rough times ahead.

Got to be a possibility that friends of the POTUS are getting insider information so they can tweak their portfolios in advance of announcements

 

[prozac]

Got to be a possibility that friends of the POTUS are getting insider information so they can tweak their portfolios in advance of announcements

I doubt it. They reckon Musk is loosing $1m a minute since start of 2025. If that is so he is not in on the action.

 

[TheRealTMA]

I doubt it. They reckon Musk is loosing $1m a minute since start of 2025. If that is so he is not in on the action.

Na. A billion dollars is not what it used to be.