This is a mobile optimized page that loads fast, if you want to load the real page, click this text.

Dump it Here

Jump to new
Well, What can I say?
All I know is he is mixing in the wrong crowd !

He will Learn one day that Rats like sleeping together
Very similar to Losers IMHO

Sorry but I think it is TRUE
Crikey, It's like watching Rome burn with all their One Liners LOL!
Fortunatelely I think I I have almost Blocked them all
and They have Blocked Me
Tit for Tat as they say
 
Last edited:
Skate said:
If you have a better group of 6 ASX companies to invest in, I'm eager to hear your suggestions. It's easy to criticise, but much more productive to offer constructive ideas and work towards building something valuable.
Click to expand...

I make it a habit to answer questions and provide my input to others. By presenting alternative viewpoints, we can gain a deeper understanding of the issue and challenge our assumptions which can ultimately lead to better decisions.

Skate.
 
Let's address a common misconception
The world isn't ending, despite what you might've read recently. History has shown us that we've always overcome challenges and come out stronger. The media tends to focus on negative news, but there are plenty of positive developments happening.

The global movement to decarbonise will have winners and losers, and metals and energy suppliers are expected to be major drivers of renewable energy and manufacturing.

If the merger between (WDS) and (STO) transpires it will be exciting news for the energy sector. Imagine what an 80-billion-dollar energy company will do for investors.

Let's embrace 2024 with optimism and hope, and make the most of the opportunities that come our way.

Skate.
 
Professor, well put
 
the end of the world ?? probably not

the end of Western Civilization , that looks possible

the end of human civilization , that is not impossible ( the contagion effect )

the bad news usually has the stronger effect because , the majority fear major loss more than appreciate the glow of a good win

but but but i am an optimist i am just wearing my monochromatic realist glasses ( otherwise i wouldn't still be holding over 200 individual shares ... i would be sitting watch on a stash of gold and silver with a couple of cases of ammo right handy )
 
The YouTube video titled "10 stocks for the next 10 years"
Features an interview with Ben Clark from TMS Capital. In the video, Clark discusses four important factors to consider when investing for the long term. Clark emphasises the importance of investing in companies with strong financial foundations and stable financial positions.

1. Industries with structural tailwinds
Clark suggests looking for companies operating in industries that are expected to experience long-term growth and positive market trends.

CSL
REA
AIA

2. Impressive undisruptable moats
Clark highlights the significance of investing in businesses that have competitive advantages or barriers to entry, making it difficult for other companies to replicate their success.

WTC
TCL
WES

3. Management teams aligned with long-term shareholders
Clark mentions the importance of investing in companies whose management teams have a long-term vision and are focused on creating value for shareholders over an extended period.

# Founders led businesses
REH
GMG

# Personal wealth shares
MQG

4. Furthermore
Clark mentions a "holy grail stock" that possesses all these attributes and potentially offers even more promising investment prospects.

# Holy Grail Stock
BKW


Skate.
 
Value Collector said:
Take a look at CHC as a possible add to your portfolio, also maybe consider adding some VAS as a decent counter weight to your direct shares.
Click to expand...

Value Collector said:
Have you looked at APA.
Click to expand...

I'm currently looking for companies with sustainable dividend yields and franking credits to add to my investment portfolio. Here's a summary of the companies mentioned, by @Value Collector and from the YouTube video above.

I've listed the companies along with their dividend yields and franking credits
1. APA (APA Group) - Dividend Yield: 6.6%, Franking Credits: Low to no Franking Credits
2. CHC (Charter Hall Group) - Dividend Yield: 3.8%, Franking Credits: 45%
3. CSL (CSL Limited) - Dividend Yield: 1.4%, Franking Credits: 10%
4. REA (Real Estate Australia) - Dividend Yield: 1.1%, Franking Credits: 100%
4. AIA (Auckland International Airport) - Dividend Yield: 1.0%, Franking Credits: 0%
5. WTC (Washington H. Soul Pattinson and Company) - Dividend Yield: 0.2%, Franking Credits: 100%
6. TCL (Transurban Group) - Dividend Yield: 4.4%, Franking Credits: Low to no Franking Credits
7. WES (Wesfarmers) - Dividend Yield: 3.2%, Franking Credits: 100%
8. REH (Reece Limited) - Dividend Yield: 1.0%, Franking Credits: 100%
9. GMG (Graincorp Limited) - Dividend Yield: 1.2%, Franking Credits: 0%
10. MQG (Macquarie Group) - Dividend Yield: 3.9%, Franking Credits: 40%
11. BKW (Brickworks Limited) - Dividend Yield: 2.4%, Franking Credits: 100%

Based on my requirements
1. APA (APA Group) - Dividend Yield: 6.6%, Franking Credits: Low to no Franking Credits
2. CHC (Charter Hall Group) - Dividend Yield: 3.8%, Franking Credits: 45%
3. WES (Wesfarmers) - Dividend Yield: 3.2%, Franking Credits: 100%
4. BKW (Brickworks Limited) - Dividend Yield: 2.4%, Franking Credits: 100%

The companies mentioned above partially meet my criteria, having a history of consistently paying dividends with some offering franking credits.

Skate.
 
Skate said:
9. GMG (Graincorp Limited) - Dividend Yield: 1.2%, Franking Credits: 0%
Click to expand...
that is a typo

GMG is Goodman Group and a REIT ( so no franking )

GNC is Graincorp ( which does have franking credits) ( i hold GNC )

WES will be lean because it divested COL , time will tell if the div. yield returns or it divests something else ( like Office-Works )
Skate said:
10. MQG (Macquarie Group) - Dividend Yield: 3.9%, Franking Credits: 40%
Click to expand...
while franking is low the offset is exposure to foreign currency movements
Skate said:
5. WTC (Washington H. Soul Pattinson and Company) - Dividend Yield: 0.2%, Franking Credits: 100%
Click to expand...

SOL is Washington Soul Pattinson , WTC should be Wisetech

cheers
 
I don't know about the brickworks, a good portion of builders are using weatherboard cladding these days, as it's quicker and less labour. DYOR
 
TimeISmoney said:
I don't know about the brickworks, a good portion of builders are using weatherboard cladding these days, as it's quicker and less labour. DYOR
Click to expand...

@TimeISmoney, in the YouTube video, at the 9:50 minute mark, Clark explains why Brickworks is his Holy Grail Stock pick, the transcript for his reason is below:


Brickworks (ASX: BKW) - transcript
Let's start with management. Lindsay Partridge has been there for nearly two decades now, and he's done an extraordinary job at growing that business from basically a brick producer to something now that's much more multifaceted. And then you've got Rob Millner as chairman of the company and the largest shareholder - and the Millner family truly are making decisions on generational timeframes. So that's a big tick.

Structural tailwind. The engine of the earnings business for Brickworks is actually the industrial property trust that they've got with Goodman. And as Sydney and Melbourne and the cities down the East Coast in particular continue to grow, they've got this huge land bank that they will continue to develop to build and own and operate these industrial properties. And as we all shop online and companies need to get closer to population centres, it's really hard to see that the rents from these assets won't continue to go up and that the valuation of the assets won't continue to go up.

And then you've got the Soul Patts machine feeding a dividend into Brickworks every year. That's more linked to what markets. Soul Patts is becoming almost like an investment house these days. And you've got to think over a 10-year period you get rising asset prices and they're getting into some pretty interesting areas in alternatives and credit and stuff like that. And that's very well managed by Todd Barlow, who's done a superb job.

So Brickworks, you've got the moat. And the moat in particular with industrials is you can't go and replicate the land bank of what they have. The building products business is going to be generated, is going to be powered by the land bank that they have and where they can mine clay out of, close to consumers and lowest cost producers. And there won't be another player I think coming to that market. So that one ticks all the boxes for me.

Skate.
 

@divs4ever thank you for picking up the errors. I've made the correction below.

I've listed the companies along with their dividend yields and franking credits
1. APA (APA Group) - Dividend Yield: 6.6%, Franking Credits: Low to no Franking Credits
2. CHC (Charter Hall Group) - Dividend Yield: 3.8%, Franking Credits: 45%
3. CSL (CSL Limited) - Dividend Yield: 1.4%, Franking Credits: 10%
4. REA (Real Estate Australia) - Dividend Yield: 1.1%, Franking Credits: 100%
4. AIA (Auckland International Airport) - Dividend Yield: 1.0%, Franking Credits: 0%
5. WTC (Wisetech Global Ltd) - Dividend Yield: 0.2%, Franking Credits: 100%
6. TCL (Transurban Group) - Dividend Yield: 4.4%, Franking Credits: Low to no Franking Credits
7. WES (Wesfarmers) - Dividend Yield: 3.2%, Franking Credits: 100%
8. REH (Reece Limited) - Dividend Yield: 1.0%, Franking Credits: 100%
9. GMG (Goodman Group) - Dividend Yield: 1.2%, Franking Credits: 0%
10. MQG (Macquarie Group) - Dividend Yield: 3.9%, Franking Credits: 40%
11. BKW (Brickworks Limited) - Dividend Yield: 2.4%, Franking Credits: 100%

Skate.
 
Investment Opportunities
Here are 3 more companies that have been suggested, they partially meet my criteria, having a history of consistently paying dividends with having franking credits. Here is a brief overview of their recent financial performance:

1. Telstra Corporation Ltd (TLS)
Telstra is Australia's largest telecommunications company, providing a range of services including mobile, broadband, and phone services. TLS has a long history of paying consistent dividends and has franking credits. In recent years, TLS has faced increasing competition and declining revenue but has implemented cost-cutting measures and investments in new technologies to stabilize its financial performance.

2. National Australia Bank Ltd (NAB)
NAB is another major Australian bank, providing a range of financial services including retail banking, business banking, and wealth management. NAB has a history of paying consistent dividends and has franking credits. In recent years, NAB has faced similar regulatory scrutiny and fines as CBA but has also made significant investments in technology and customer service.

3. Wesfarmers Ltd (WES)
Wesfarmers is a diversified conglomerate with interests in retail, mining, and insurance. WES has a history of paying consistent dividends and has franking credits. In recent years, WES has faced challenges in its retail division but has also made significant investments in new technologies and digital transformation.

1. TLS (Telstra Group Ltd) - Dividend Yield: 4.4%, Franking Credits: 100%
2. NAB (National Australia Bank Ltd) - Dividend Yield: 5.5%, Franking Credits: 100%
3. WES (Wesfarmers Ltd) - Dividend Yield: 3.2%, Franking Credits: 100%

Skate.
 
NAB has been on my radar for a while, it's one of the only banks that doesn't have a failing trend line over the past 10 years. Net profits aren't too bad for the SP either.
 

i considered SOL 'an investment house ' when i bought into them in 2011 in fact i use their annual report as a guide to future investments in parallel to SOL participation

i call it 'my only paid subscription service '

please note i do not invest in everything that SOL does but i have a few ... CLV , LAU , BKW , NHC , BKI ,AIS , TPG/M ( for a while ) TUA , CAJ , and XRF
 

and work-wear/safety-wear , fertilizers , a diverse portfolio when you dig dig deep
 
This is an interesting article on what 2024 might hold

The #1 stock picks for 2024

We've assembled an exclusive roll card of 12 of the country's finest global and local equities investors for their highest conviction stock picks for the year ahead.
www.marketindex.com.au

Skate
 
You must log in or register to reply here.

Similar threads

R
My strategy/plan going forward
Replies
13
Views
1K
RbNEO
R
Very nice Rain here today
4 5 6
Replies
105
Views
5K
farmerge
  • Poll
Financial Independence (Home Ownership, Super, Long Retirement) not possible for wage earners: What do we need and how do we get it?
11 12 13
Replies
258
Views
21K
Smurf1976
November 2024 DDD
2 3
Replies
53
Views
6K
ducati916
Ozempic: Magic Pill or Devils Bargain?
Replies
10
Views
2K
sptrawler
Menu
Log in
Register
Cookies are required to use this site. You must accept them to continue using the site. Learn more...