TLS - Telstra Corporation

[piggybank]

It hasn't been this high in 13.5 years but still some way off it's ATH of $8.96. I also forgot to mention that this is the 50% Fib of the down leg of November 1999 to November 2010.

​

 

[pinkboy]

Closed at 6 pesos today!



pinkboy

 

[Toyota Lexcen]

Yeah i reckon its on the way to a good price, new nbn deal looks good by all reports,

As people move away from these cap mobile plans with phone included to people wanting pure service contract(calls and data) and having 24-7 usage will be a bonus for TLS, phone is now coming second to a point

The other area going well is the telecommunications/infrastructure services they are providing to defence force, major companies, international clients etc

 

[Toyota Lexcen]

TLS going well,

i wonder if they should get out of foxTEL

 

[Toyota Lexcen]

Even with Optus coming out about how its going to attack Telstra's mobile customer base the stock still pushed up another 1% and bit more today

Fingers crossed the dividend can tick up a little aswell

 

[Muschu]

A superb hold since under $3.... (Won't mention the losers.. )

 

[UMike]

Gee

Just sold 1/3 on close today. ($6.49)
Dunno if I made the right decision.
They way they were going it made my portfolio very lop sided. A good problem to have.


At least I am cashed up now just in case there is a correction, or a sell down any time soon.

 

[Nortorious]

Gee

Just sold 1/3 on close today. ($6.49)
Dunno if I made the right decision.
They way they were going it made my portfolio very lop sided. A good problem to have.


At least I am cashed up now just in case there is a correction, or a sell down any time soon.

Nice work riding this one UMike. My analysis has it pointing higher still so probably a good thing that you still have 2/3 of your position left (that is of course if my analysis is on the mark).

"Right decision" is an interesting statement.... If it is right for you and relieves any concerns, than it is right. I try to trade my plan without worrying about my emotions but in saying that, if something plays on my mind... I start my analysis from scratch and see what it says (and try to objectively assess if I would be a buyer or seller or neither).

Plenty of opportunities around at the moment so I'm fairly light on cash in my portfolio.

 

[Bintang]

Nice work riding this one UMike. My analysis has it pointing higher still so probably a good thing that you still have 2/3 of your position left (that is of course if my analysis is on the mark).

A long time back I had a target of $5.90 to $6.00 for TLS and thought I might off-load at that level but at the time I never imagined that interest rates would continue to fall as much as they have.
It seems crazy, but I am beginning to think that $9 to $10 for is now possible given the interest rate cut today and very likely more still to come.

 

[qldfrog]

+ the fact that as a business TLS is not a bad one; protected market still with a bit of initiative (as opposed to TLS 10 y ago)

 

[rattler888]

Noob question, why do low interest rates affect TLS sp?

 

[sir elements]

Noob question, why do low interest rates affect TLS sp?

Investors will now be chasing dividend yields because term deposit rates will decrease.

 

[qldfrog]

Investors will now be chasing dividend yields because term deposit rates will decrease.

And when this happens, the mum and dads go for TLS and the banks.
A rough summary but mostly accurate
So even if I did not want to touch banks with a pole, I ended buying some NAB yesterday on top of my TLS shares
Share market has told me one thing for sure
Follow the lemmings or you loose..so I am a cautious lemming, staying at the back and ready to jum out before the cliff

And by the way, in the real world: lemmings do not commit mass suicide but the image is now part of our culture so i use it unshamelessly.

 

[tinhat]

A while ago I made a big mistake by selling down my CBA holdings significantly. I was worried that I was too overweight banks and felt that CBA had gone above fair value and I should look for opportunity elsewhere. Big mistake because regardless of the share price, the I was getting a fantastic yield based on what I paid for them.

If I can remain satisfied that the business can sustain its dividend, I won't be selling my TLS given that it is yielding me 12.4% grossed up in the SMSF.

 

[qldfrog]

I was getting a fantastic yield based on what I paid for them.

hi Tinhat, I do not get that
why should you care the price you got them for?
you are today in a position when you should compare the yield vs the current price not the price you paid for in the past
and then assess:
can i get a better yield elsewhere for the capital values of these shares?
This is a general point of view, not TLS based as I bought some more myself today

But I sold today from my IP
the yield (against my purchasing price) was good but not good enough against the current market value of the assets so I decide to sell;
obviously capital gain tax, expected capital gain etc need to be taken into account when doing that reset

Otherwise on that principle you never ever sell CBA if you bought them for a few dollars when privatised a few decades ago even if tomorrow their share price was to be divided by 4 and you would by any chance be aware .

 

[Toyota Lexcen]

You would have to be happy with today's results, all going well, the boss doing a good job

Very very small increase in dividend,

 

[notting]

David Thodey - Simply brilliant.
Nice guy too.
Pitty I can't say the same for the idiot who sold out the future fund at the worst possible time by trashing TLS and then selling the public massive stake in it.

 

[tinhat]

David Thodey - Simply brilliant.
Nice guy too.
Pitty I can't say the same for the idiot who sold out the future fund at the worst possible time by trashing TLS and then selling the public massive stake in it.

David Murray's dumping of TLS from the future fund combined with the government deal to buy out Telstra's copper wires and pits provided one of the best opportunities of the century for mum and dad investors. Ching, ching.

 

[Boggo]

....
Pitty I can't say the same for the idiot who sold out the future fund at the worst possible time by trashing TLS and then selling the public massive stake in it.

Yeah but didn't he create some fantastic opportunities for those who didn't ride the downside

We need more mexicans I say

(click to expand)

 

[Bintang]

Yeah but didn't he create some fantastic opportunities for those who didn't ride the downside

We need more mexicans I say

(click to expand)

Too right. Reminds me of Kerry Packer's quip, "You only get one Alan Bond in a lifetime"