We are nearing December 31st and I am happy with all my posts on TLS. Whilst many were negative on this stock and gave me grief with their posts (grief because I had bought and was holding 500,000 of them and it was serious for me), i could sense that change had arrived on TLS way back in November 2010 and earlier on this year in April. It was hard to ignore the negative but i went with my views and was rewarded.
TLS - Telstra Corporation
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We are nearing December 31st and I am happy with all my posts on TLS. Whilst many were negative on this stock and gave me grief with their posts (grief because I had bought and was holding 500,000 of them and it was serious for me), i could sense that change had arrived on TLS way back in November 2010 and earlier on this year in April. It was hard to ignore the negative but i went with my views and was rewarded.
nulla nulla
Positive Expectancy
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TLS tapped $3.38, although a few weeks behind schedule. When it continued to track sideways through October/November I considered that TLS would be unlikely to reach the $3.36 until the run-up to the next dividend in March 2012. Blowed if I know where it will go now?
McCoy Pauley
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Apparently a few brokers covering TLS changed their rating on TLS to a combination of "sell" or "hold", on valuation grounds.
This would partly explain the sell-off of TLS over the last two trading days (including today).
This would partly explain the sell-off of TLS over the last two trading days (including today).
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That means its gonna go up, they were saying "hold", "buy" and "accumulate" when it was falling off a ledge.
The only bit they were right about was the dividend yield was excellent (a result of the falling price !)
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Yeah, I've also heard a chorus of brokers chanting that the buy hold strategy of ‘yesteryear’ is over and that you really have to be managing and active with your protfollio!!
Wonder if that means buy hold is on again starting, I don't know, two days ago!
Funny that Warren Buffet is also on the front of this Weeks Time Magazine subtitled with 'The Optimist'
First of all, I thought that print like 'Time' would have gone the way of the dinosaurs and so should have Buffet according to all these brokers. Looks like he's filled up big time.
Alleluia I think it's a sign!
Wonder if that means buy hold is on again starting, I don't know, two days ago!
Funny that Warren Buffet is also on the front of this Weeks Time Magazine subtitled with 'The Optimist'
First of all, I thought that print like 'Time' would have gone the way of the dinosaurs and so should have Buffet according to all these brokers. Looks like he's filled up big time.
Alleluia I think it's a sign!
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I wonder if that is because the XAO is now at the same level it was in March 2005 and they have just worked out that buy and hold only works if you are going in one of the two available directions !!
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Really? what about dividends and capital raising baught into. I guess real wealth can be deceptive and hence illusive. Sidewise is third dimention!
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And don't forget CPI, inflation and the MER (fund 'adviser' fees) etc over seven years, how is the third dimension looking now ?
A Buy & Hold investor using the State Street ASX-200 ETF (STW) has a total return of -1.96% (incl. divs) since May 2006, an annualized return of -0.348%. - Radge 2012
A Buy & Hold investor using the State Street ASX-200 ETF (STW) has a total return of -1.96% (incl. divs) since May 2006, an annualized return of -0.348%. - Radge 2012
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Pretty good! Warrens OK!
In two years time maybe swimming in it!
Though I am referring to a well considered portfolio of well managed companies not a fund managed thing.
CBA,ANZ,WOW,UGL,COH,ARB,MTU,GCL,AGO, APA.
if I sold in March 2009 You'd be right!
But a buy and hold culture tends to sell when eyes are popping out of your head not when they are dripping!
That's what longer termers tend to do as well as improving the value by topping up on big dips, capital raisings and reinvesting unfranked dividends,which is also not reflected in blanket charts that in reality do not reflect underlying value!
In two years time maybe swimming in it!
Though I am referring to a well considered portfolio of well managed companies not a fund managed thing.
CBA,ANZ,WOW,UGL,COH,ARB,MTU,GCL,AGO, APA.
if I sold in March 2009 You'd be right!
But a buy and hold culture tends to sell when eyes are popping out of your head not when they are dripping!
That's what longer termers tend to do as well as improving the value by topping up on big dips, capital raisings and reinvesting unfranked dividends,which is also not reflected in blanket charts that in reality do not reflect underlying value!
Julia
In Memoriam
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What's the relevance of "underlying value" if it's not actually making you money?
You can attribute whatever 'underlying value' you like to a stock, but unless the SP is rising (unless you're shorting) it is simply not going to make you money.
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Who said its not making u money?
The longer termers that I know who do the above have multiple holiday houses, real nice cars and a relaxed demeanours.
Though they do tend to be in for much longer than than 5 years where u really see some staggering gains!!!!
Not in TLS of course but that was obvious.
The longer termers that I know who do the above have multiple holiday houses, real nice cars and a relaxed demeanours.
Though they do tend to be in for much longer than than 5 years where u really see some staggering gains!!!!
Not in TLS of course but that was obvious.
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I see the dividend date for TLS is today 20th Feb - does that mean if i buy today I am entitled to the dividend or is it already ex dividend. i see the price has dropped today.
I think today is the ex-div date.
i.e. if you buy today you are NOT entitled to the dividend.
someone pls correct me if i'm wrong. Not 100% certain.
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It is ex-div today, ie you will not get the dividend if you buy today. Hence the SP fall.
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Yes sorry - it was a dumb question. I had another look. Yes it is ex div today
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Structural Separation of Telstra:
Does anyone know what this means for TLS shares. Will they be split?
Does anyone know what this means for TLS shares. Will they be split?
yeah split the retail from the whole sale ..
Telstra keep retails, they flocking the wholesale network like duct, pipes and stuff to NBN
for $11B.
NBN will then eventually control the new infrastructure and Telstra is just a retail and content providers ....buying infrastructure from NBN and retail it back to customers and get their margin...
Price already been factoring in that TLS will get 11B and they free to use the 11B on how they wished..
war chest to kill off rival, paid more dividend, share buy back, debt repayment
up to Thodey and the board to deploy that capital.
I dont think they do a spin off like you see other business like fosters ....TLS just separate the wholesale from retail
so that whole sale can go to NBN...
Bill M
Self Funded Retiree
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I think a nice fully franked capital return for the long suffering shareholders would be the right thing to do, come on Thodey, think of all those loyal Mums and Dads that paid $8.40 a share.
Disclosure: I hold TLS and a capital return would be very nice indeed.
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NA, invest in new wireless and make the NBN redundant before its even finished. Rudd policy on the hop deserves to be humiliated.
Was grimacing whatching Conroy try to speak today. He was crapping on about how much better the fibre to the home was as apposed to the node. Failed to mention the massive upfront cost that will not be recouped or ever be justified especially when it is quickly superseded by wireless everything!
Julia noted strongly that it was a vote winner for the hillbillys!!
Lear Jets r better transport to the country than buses, but it's a bit expensive even if it's a vote winner - Labor all over!:swear:
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