Dump it Here

[Dona Ferentes]

of the six, AEF and MAQ seem to be viable growth options, C79 is an interesting story but how big is its market?
DYL is uranium and with too many externalities, CTT too opaque but maybe a success and GQG problematic in terms of US dividends that are taxed.

Just a few thoughts,

 

[peter2]

What are we dumping here now? YT tip videos! "Four stocks for 24. Stock dumps for the new year".

This thread has morphed into something completely different. It may have been better to terminate the thread at page 500 and start a new ASX stock tip dump thread.

 

[divs4ever]

not my list

but the top ten stocks ( by $ value ) held by Bell Customers


Top 10 stocks held

	05 Jan 2024 ranking	04 Jan 2024 ranking	ASX Code	Security Name	05 Jan 2024 VWAP	LAST
	1	1	CBA	CWLTH BANK FPO	$112.771	$112.99
	2	2	BHP	BHP GROUP FPO	$49.265	$49.07
	3	3	CSL	CSL FPO	$288.376	$287.94
	4	4	NAB	NAT. BANK FPO	$30.564	$30.56
	5	5	ANZ	ANZ GROUP FPO	$25.601	$25.62
	6	6	MQG	MACQ GROUP FPO	$180.718	$179.85
	7	7	FMG	FORTESCUE FPO	$28.523	$28.19
	8	8	RIO	RIO TINTO FPO	$133.113	$132.36
	9	9	PLS	PILBARAMIN FPO	$3.914	$3.91
	10	10	AFI	AUS.FOUND. FPO	$7.465	$7.47

this updates daily but doesn't usually change much

as a comparison in Bell ( Direct ) i have a modest BHP holding

while i hold larger holdings of MQG and BHP in Commsec ( of the 10 stocks named above )

 

[Skate]

What are we dumping here now? YT tip videos! "Four stocks for 24. Stock dumps for the new year".

This thread has morphed into something completely different. It may have been better to terminate the thread at page 500 and start a new ASX stock tip dump thread.

@peter2, I understand your suggestion to start a new thread dedicated to stock tips and investing advice for the new year. However, I'd like to clarify that my "Dump it here" thread has been open for the past 5 years and has naturally evolved as my interests have shifted.

While it's true that the thread has become quite long, I don't see it as a problem. Members can easily navigate or search through the thread and find the most recent and relevant information important to them. That being said, I do appreciate your concern about the thread's focus shifting away from trading to investing posts.

Skate.

 

[qldfrog]

From 2022 to 2023 the COG increased by 24%. Revenue fell by 17.5%, Operating Income fell by 33%.

Management are not operating for shareholders that much is pretty certain.

jog on
duc

I mentioned that ad nauseum
If you know bhp, and I trust I do:
You run
I do not need to look at the fundamentals, I worked there..and elsewhere for comparison, I know their hierarchy up to quite high level and their company culture

Better managed and better big miners around for my money
Follow bhp, yes then:
Buy whatever they offload or divest and you will be on a winner 80% of the time
I invest in WDS and S32 without much angst for that reason.

 

[TimeISmoney]

I mentioned that ad nauseum
If you know bhp, and I trust I do:
You run
I do not need to look at the fundamentals, I worked there..and elsewhere for comparison, I know their hierarchy up to quite high level and their company culture

Better managed and better big miners around for my money
Follow bhp, yes then:
Buy whatever they offload or divest and you will be on a winner 80% of the time
I invest in WDS and S32 without much angst for that reason.

Most of the big miners are like this, I've contracted for most of them. BHP and Mono's are a doozy full of people that shouldn't be there, nepotism at its worst.

 

[qldfrog]

Most of the big miners are like this, I've contracted for most of them. BHP and Mono's are a doozy full of people that shouldn't be there, nepotism at its worst.

I had a slightly better opinion of RIO at least on their use of technology.
Company like Gina 's Hancock are seemingly better managed as was FMG before it moved into climate change BS.

 

[TimeISmoney]

I had a slightly better opinion of RIO at least on their use of technology.
Company like Gina 's Hancock are seemingly better managed as was FMG before it moved into climate change BS.

I'd heard about these for years over at FMG, it pretty much dictates the work culture. Most mine sites that I've been on don't tolerate even minor issues.

Fortescue faces 34 charges over sexual harassment documents

 

[Skate]

While it is challenging to predict what will drive the market in 2024, being aware of the historical factors that have impacted the market can provide valuable insights for navigating the "trading and investment" landscape.

"WEEK-ENDS are for CHAMPIONS"--
Seems I was right -- "The Good Just Get Gooder" -

What are we dumping here now? YT tip videos!

The latest video shared by @Captain_Chaza, titled "How To Find the Biggest Winners," highlights the complexity of predicting market performance in 2024. The video discusses various investment strategies that can help identify promising opportunities, such as analysing market trends, company performance, and economic indicators.

In response to the video, Joe Fahmy referenced quotes from many successful investors of the past, leaving me wishing for a "Ouija Board" to gain insights from the great investors themselves.

While the idea of using a Ouija board for investment advice may seem intriguing, it's crucial to separate fact from fiction and rely on verifiable data and expert opinions. A Ouija board may provide an interesting perspective, but it's not a substitute for rigorous financial analysis and careful consideration of market trends and economic indicators.

In conclusion, while the video provides valuable insights into investment strategies, it's essential to approach market predictions with a critical and informed mindset, relying on verifiable data rather than resorting to unconventional methods like using a Ouija board or simply relying on the words of others.

Skate.

 

[Skate]

Nobody knows what 2024 will bring
As we step into the second week of 2024, it's natural to wonder what the future holds. Will it be a year of economic growth or recession? Will the financial markets soar or plummet? While some may claim to have a crystal ball that can predict the future, the truth is that nobody knows.

Predicting the future is a complex task, even the most advanced tools and techniques can only provide a glimpse into the possibilities, not a definitive answer. It's important to approach any information gained from such sources with a healthy dose of scepticism and use it as a tool for guidance, rather than a source of absolute truth.

I'm sure with "all certainty" that the financial outlook for 2024 will be a mixed bag with several factors impacting the market - therefore staying informed and being mindful of the potential risks and opportunities that may arise in the coming year is my advice.

Skate.

 

[Skate]

growth stocks have a place and index inclusion helps liquidity ; from a chatsheet

Six stocks that could be future ASX 200 constituents​

• Australian Ethical Investment Ltd , AEF , $597.74 million
• Chrysos Corporation Ltd C79, $616.19 million
• Deep Yellow Limited DYL, $867.47 million
• Cettire Ltd CTT, $1.02 billion
• Macquarie Technology Group Ltd, MAQ, $1.61 billion
• GQG Partners Inc GQG, $4.90 billion

@Dona Ferentes suggested 6 companies for consideration but unfortunately, they do not meet my initial investment Portfolio brief.

I'm thankful for @qldfrog and @divs4ever input so far, who have emphasised the importance of considering the unique risks and challenges associated with the industrial stocks I've selected in my investment portfolio so far.

I'm eager for others to have input to create a diversified investment portfolio - companies that pay stable dividends and franking credits and have the potential to increase returns over the long term. I'm always looking for ways to improve and diversify my portfolio, so I'd love to hear your thoughts on potential additions or changes.

Skate.

 

[divs4ever]

companies that pay stable dividends and franking credits

is the difficult bit

now LICs can do that because they hold back extra profits ( and franking credits ) in the good times

trusts ( by design ) are supposed to return ( nearly ) 100% of the profits every year ( but usually no franking credits )

to get the result you desire you either need a flat/stagnant economy or a steady but bullish economy

so do you prefer companies that opt for say a 70% payout ratio , hoping the retained profits are deployed wisely ( not used to buy back shares )

and of course very few of us can predict the future in fine detail ( and company CEOs aren't that much better at it )

now i could advise all about waiting for the horses coming up in the yearling sales , but you have already bought your six favorites , so that is what you will be playing

about the only other question to ask yourself is , is DRP participation ( in some or all of the stocks ) in your best interests

( for instance i DRP WES but not BHP )

now i was barely watching the share-market in 2007 but by the time i started watching actively several 'household names'were no longer listed ( or would soon be removed )

 

[Skate]

companies that pay stable dividends and franking credits is the difficult bit

@divs4ever here are 4 companies that didn't make the cut. When inflation is factored in a low dividend yield negates the purpose of the investment exercise. A sustainable yearly wage with capital appreciations is the requirement

# 1. Telstra Corporation Limited (TLS)
Telstra, a renowned telecommunications company, has a history of rewarding its shareholders with medium to high unstable dividends complemented by franking credits. However, investors should be aware that Telstra has revised its dividend policy in recent years, leading to potential fluctuations in its dividend yield.

• Dividend Yield: 4.4%
• Franking Credit: 100%

# 2. Wesfarmers Limited (WES)
Wesfarmers, a diversified conglomerate with operations spanning retail, industrial, and resources sectors, has consistently paid dividends with franking credits, demonstrating its commitment to shareholder returns. The yield is on the low side,

• Dividend Yield: 3.2%
• Franking Credit: 100%

# 3. Woolworths Group Limited (WOW)
As a leading player in the Australian supermarket industry, Woolworths has a track record of delivering solid dividends along with franking credits. However, it’s worth noting that various factors can influence the company’s dividend payouts.

• Dividend Yield: 2.3%
• Franking Credit: 100%

# 4. CSL Limited (CSL): CSL, a global leader in the biotechnology sector, specializes in the development and manufacturing of vaccines and plasma protein biotherapies. While the company has a history of paying dividends with franking credits, the dividend yield may vary.

• Dividend Yield: 1.4%
• Franking Credit: 10%

It’s important to note that these 4 companies didn't meet the criteria for inclusion in my investment portfolio. The selection process was rigorous, focusing on dividend-paying companies that met a certain threshold. Companies such as ANZ, BHP, CBA, FMG, MFG, and WDS were all successful in meeting the criteria. I'm looking for suggestions that meet or beat my criteria.

Skate.

 

[Belli]

LICs hold back franking credits? What utter BS.

They can only be franked to the extent of the dividend @ 30% provided they have sufficient franking credits - and the franking account is NOT cash. It is a notional credit. Go and read the information freely available on the ATO website. I'll link it for convience.

Franking account | Australian Taxation Office

Read how franking accounts record the amount of tax paid on franking credits.

www.ato.gov.au

Trusts usually don't have franking credits? What utter BS. Annual tax statement from VAS.

 

[TimeISmoney]

The latest video shared by @Captain_Chaza, titled "How To Find the Biggest Winners," highlights the complexity of predicting market performance in 2024. The video discusses various investment strategies that can help identify promising opportunities, such as analysing market trends, company performance, and economic indicators.

In response to the video, Joe Fahmy referenced quotes from many successful investors of the past, leaving me wishing for a "Ouija Board" to gain insights from the great investors themselves.

While the idea of using a Ouija board for investment advice may seem intriguing, it's crucial to separate fact from fiction and rely on verifiable data and expert opinions. A Ouija board may provide an interesting perspective, but it's not a substitute for rigorous financial analysis and careful consideration of market trends and economic indicators.

In conclusion, while the video provides valuable insights into investment strategies, it's essential to approach market predictions with a critical and informed mindset, relying on verifiable data rather than resorting to unconventional methods like using a Ouija board or simply relying on the words of others.

Skate.

The last time I looked at the stats was that 25% of businesses last longer the 10 years, the odds are stacked up against you when you think about it. I think that some of the ramblings from Buffett go a long way, companies that invest in themselves and aren't worried about paying dividends tend to be a better investment in the long term.

 

[Skate]

However, I am over 70 years-of-age and whether I will be on this earth for another 40 years or more is up for debate.

My mantra is "Don't waste the dash"
Before you ask, let me explain what the "Dash" is. On a Headstone the "DASH" represents a life that was lived. Don't waste the dash is my cryptic way of saying, "Don't waste your life".

The dash between 1949 - 1996 represents the time Timothy was alive.



Here’s the thing
Your life is a one-time opportunity, and it's up to you to make the most of it. Don't treat it like a dress rehearsal or a trial run. Instead, live it to the fullest, make it count, and make every moment matter. This is your chance to create a life that truly reflects your values, passions, and goals, so embrace it with intention and purpose.

"To realise one’s destiny is a person’s only obligation". (The Alchemist by Paulo Coelho)

Skate.

 

[divs4ever]

# 2. Wesfarmers Limited (WES)
Wesfarmers, a diversified conglomerate with operations spanning retail, industrial, and resources sectors, has consistently paid dividends with franking credits, demonstrating its commitment to shareholder returns. The yield is on the low side,

• Dividend Yield: 3.2%
• Franking Credit: 100%

i would argue the current share price is a little on the high side

the last parcel i bought was shortly after the COL divestment @ 31.25 , and i am unlikely to add more above $32 in the current state

but of course , there is that story about acorns ( i bought then and others are considering buying now )

and that is my main concern about your change of strategy , maybe 12 or even 6 months earlier would have been better

( of course you need strong contrarian traits to have been buying back in 2020 )

 

[Skate]

I will be worrying about my former system trader mate. How will he handle a 20% market dip having never been through one as a longer term investor?

Skate.

 

[Belli]

Explain what exactly? A company is included in the index as a result of the index provider applying its methodology. It is removed from the index by the same method or if the company delists.

It isn't done on a show of hands.

 

[Skate]

you have already bought your six favorites , so that is what you will be playing

The key to successful investing is buying quality stocks at a reasonable price and holding them for the long term.

Skate.