Who's cashed up waiting for bottom to fall out in 2018?

[ducati916]

There are always a lot of narratives to choose from. At this moment you could choose from (a) interest rates, (b) valuations, (c) trade wars, (d) economy and probably a number of others.

My question still remains: after last week [US] those with cash, or existing portfolio: do you do anything?

I will rebalance. Some of my stocks did well and only fell slightly, but are very attractive again from a dividend yield perspective. These I'll buy more of. Those that didn't fare so well, I will sell. So a rebalance. All have [apart from silver] have a high dividend, hence the rebalance. The ones that fell only slightly may have more capital gains potential than those that didn't

jog on
duc

 

[sptrawler]

One would think that buying opportunities are presenting, the all ords is back at what it was in March 2015, so three years growth gone in three weeks. lol
Don't you just love it.
The upside for us IMO is that the U.S probably has a way to go, as the Fed has indicated it will continue increasing rates, therefore with our election looming, Banking Royal Commission fall out and a falling U.S market buying opportunities should continue.
Just my thoughts.

 

[Toyota Lexcen]

Not good for existing share owners though SP

 

[sptrawler]

Not good for existing share owners though SP

It will come back, it just gives those with shares, the opportunity to add more.IMO

The unfortunate ones, are those who are retiring soon and have relied solely on super. They may find it a scary proposition, but they will find it scary no matter when they do it, most do.

 

[Darc Knight]

Roger Montgomery doesn't sound too optimistic about the future. Saying our past higher than average returns are going to need being brought back to average.

 

[PZ99]

I changed my superannuation from all-cash to 50/50 balanced/cash which kicks in today.

So the real crash is ahead of us

 

[tinhat]

Roger Montgomery doesn't sound too optimistic about the future. Saying our past higher than average returns are going to need being brought back to average.

Hello everybody. My name is Roger Montgomery. If you want to know the value of a company you just calculate the return on equity multiplied to the power of infinity. Valuing stocks is easy when you are as smart as me!

 

[ducati916]

Assuming that you are going to buy today, what areas of the market going forward possibly a year, based on all the various narratives, would you prefer, or think that can outperform.

So when I rebalanced over the last 2 days I sold out of private equity and added to infrastructure. The general thesis being that rising interest rates make private equity deals harder to complete and that infrastructure generates [relatively] stable cashflows, hence yield, which interests me, should remain strong.

jog on
duc

 

[CBerg]

Assuming that you are going to buy today, what areas of the market going forward possibly a year, based on all the various narratives, would you prefer, or think that can outperform.

So when I rebalanced over the last 2 days I sold out of private equity and added to infrastructure. The general thesis being that rising interest rates make private equity deals harder to complete and that infrastructure generates [relatively] stable cashflows, hence yield, which interests me, should remain strong.

jog on
duc

Resource & resource related stocks are my pick ducati916. I think there's already quite an uptick in those businesses reading the annual reports from some of the stocks in my list. Even with rising rates I still think there's room to grow in stocks yet.

 

[sptrawler]

So who is back in, and who thinks it is a dead cat bounce?

 

[luutzu]

So who is back in, and who thinks it is a dead cat bounce?

I've been buying a couple where I think it's pretty cheap. But I just got cash sitting there looking pretty so I guess I'm not all in.