TLS - Telstra Corporation

[skyQuake]

Breakout

 

[MrBurns]

I've not found any reason in news for the substantial rise today. Anyone know?

Huge volume 45m +

Seems like another leg up ?

 

[Bintang]

I've not found any reason in news for the substantial rise today. Anyone know?

I'm only guessing but I suspect there's a lot of money seeking refuge from the rout in commodities and commodity stocks.
The TLS yield remains attractive.

 

[Boggo]

Huge volume 45m +

Seems like another leg up ?

I hope so Mr B

There are a few stocks in a nice trend and barely affected by the random down days (TLS CCV CRZ MTU SUL etc).

(click to expand)

 

[tinhat]

Who knows where the money is coming from? But when the money printing presses are running - whether it be in Japan or the USA - that money has to find a home. With regards to the NBN versus fraudband issue - Telstra is the winner either way. TLS is still yielding 5.81% at today's close. TLS is looking sweet.

I loaded up on TLS quite a while ago. I'm looking at the opportunity to get into copper miners and other miners when the opportunity becomes available. I might sell down some TLS at some point if it gets over the $5 mark.

 

[chops_a_must]

Breakout

Set up a bull spread last week because I liked the setup.

A week later I'll be unwinding because its at my profit target.

Crazy stuff.

 

[rcm617]

Sector as a whole is going gangbusters. My other Telco TPM has been doing even better than Telstra.
I think market likes the idea of the new fibre rollout under the liberals.

 

[Muschu]

Breakout

And may it continue! MTU and IIN are 2 other stellar performers.

 

[Julia]

A week later I'll be unwinding because its at my profit target.

Even if it's still in an uptrend?

 

[nulla nulla]

Who knows where the money is coming from? But when the money printing presses are running - whether it be in Japan or the USA - that money has to find a home. With regards to the NBN versus fraudband issue - Telstra is the winner either way. TLS is still yielding 5.81% at today's close. TLS is looking sweet.

I loaded up on TLS quite a while ago. I'm looking at the opportunity to get into copper miners and other miners when the opportunity becomes available. I might sell down some TLS at some point if it gets over the $5 mark.

David Potts in, SMH money section, suggests that all the Japanese Housewives are borrowing capital at extremely low interest rates and investing in Australian stocks with high yields. 1% borrowing interest with 5.6% yield. If the Yen falls against the dollar after they invest, even better for them. I can imagine some "Storm" type financial advisor recommending that they mortgage their houses and buy Aussie shares.

 

[chops_a_must]

Even if it's still in an uptrend?

Bull spread has a maximum profit potential.

Distance between the two strikes, minus premium paid.

I can roll out, leaving a long call, buy the underlying, or create a butterfly if I want to capture a breakout. But it's reached my target, so I'm easy from this point on.

 

[prawn_86]

David Potts in, SMH money section, suggests that all the Japanese Housewives are borrowing capital at extremely low interest rates and investing in Australian stocks with high yields. 1% borrowing interest with 5.6% yield. If the Yen falls against the dollar after they invest, even better for them. I can imagine some "Storm" type financial advisor recommending that they mortgage their houses and buy Aussie shares.

With the currencies how they are it becomes a currency play not a yield play, unless they hedge, which then takes away any yield difference

Not saying its not happening, i doubt it though

 

[tinhat]

Announcement:

Defence awards Telstra six year contract for enhanced telecommunications
18 April 2013 – Defence has signed a $1.1 billion contract with Telstra for the provision of telecommunications services. The six-and-a-half year contract will enable Defence to transform its communications technology including better integrating fixed telecommunications with satellite and tactical networks.

 

[MrBurns]

Jeeeez just had a look there's something going on..........wish I had a lot more but just grateful I did what I did when I did

 

[Julia]

wish I had a lot more but just grateful I did what I did when I did

Me too. However, I saw an article this morning somewhere "Is it time to sell TLS?"

 

[MrBurns]

Me too. However, I saw an article this morning somewhere "Is it time to sell TLS?"

It might be but I'm really in there for the yield, if I sell I pay tax .....

 

[Julia]

I wouldn't be contemplating it either, Burnsie. Bought for the same reasons as you did.
Just a bit amused that every time a stock has a slightly greater than usual rise, someone has to say that it's time to sell.

 

[MrBurns]

I wouldn't be contemplating it either, Burnsie. Bought for the same reasons as you did.
Just a bit amused that every time a stock has a slightly greater than usual rise, someone has to say that it's time to sell.

I'd like to get more but I'm not brave enough

 

[chops_a_must]

I wouldn't be contemplating it either, Burnsie. Bought for the same reasons as you did.
Just a bit amused that every time a stock has a slightly greater than usual rise, someone has to say that it's time to sell.

And that's why the "experts" don't perform.

Things go up, sell.

Things go down, buy.

Idjits.

 

[tinhat]

I wouldn't be contemplating it either, Burnsie. Bought for the same reasons as you did.
Just a bit amused that every time a stock has a slightly greater than usual rise, someone has to say that it's time to sell.

They're paid to write so they have to make it up.