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alonso
Posted on: Aug 25 2020, 01:27 PM


Group: Member
Posts: 2,627

Not so much brave as caught short.
  Forum: By Share Code

alonso
Posted on: Aug 25 2020, 01:25 PM


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Posts: 2,627

The reference to the "throwaway society": this term is often applied to the younger generations without considering that, in many cases, they don't get a choice.
Example - we still use a clothes dryer we bought for our first baby's nappies. She is touching 50 now. They just don't build them to last now and that applies to furniture, appliances, technology of course has to be replaced, not because it's broken, but because it's no longer compatible. I have to say that I find the modern auto seems to have a longer life though.
So, while it's true that younger generations do dispose of things more regularly, and without necessity, it's often that it's forced on them.
Another issue arises with the greater proportion of renters in the housing market. Leases seem to be turning over at a faster rate than in former years, because of changes in job locations or because the rental property investor decides it's time to sell. In these less certain times, many people are downsizing their household goods to an absolute minimum to make moving easier.
  Forum: Off Topic Chat

alonso
Posted on: Aug 24 2020, 10:57 AM


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Posts: 2,627

It keeps teasing us with small sp rises, as per current market.
A few months ago I think most people were fairly confident this was just another flu epidemic and would be over soon. But the present consensus seems more gloomy than that.
It seems to me though that the real problem for airlines will be the international travel which even the Qantas boss has said won't be resolved for 2-3 years.
Regional traffic ought not to be such a problem though, if we can keep the border closed to international travellers and contain our internal problem (which might mean putting a donkey-proof fence round Victoria.)
So surely it can't be too long before REX can get back to full operation.
  Forum: By Share Code

alonso
Posted on: Aug 23 2020, 04:15 PM


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Posts: 2,627

We have a cleaner from one of the care services. He also works in an aged care facility and nearly every week he regales us with horrific stories and urges us "don't go there".
I intend to die with my chainsaw in my hand riding my mower into the sunset.
  Forum: Off Topic Chat

alonso
Posted on: Aug 21 2020, 12:11 PM


Group: Member
Posts: 2,627

Main reason I expect is the drought breaking in so many places and a pretty big grain harvest is expected. People gearing up to haul it in.
My take on the accounts released today is they have managed very well containing costs over the past year, Jobkeeper has helped to maintain 100% of the workforce
and they are primed to come back to normal profit levels.
  Forum: By Share Code

alonso
Posted on: Aug 21 2020, 12:05 PM


Group: Member
Posts: 2,627

I'd think imaging would have been hit more by the stopwork in elective but that wasn't for such a long time.
Don't know how much they get paid for the covid path, imagine it's probably only a fraction over cost though.
I've heard, don't know how accurate, they've had about 70% of the covid work in NSW anyway.
  Forum: By Share Code

alonso
Posted on: Aug 20 2020, 12:17 PM


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Posts: 2,627

Ol' Faithful is coming on home down the straight.
  Forum: By Share Code

alonso
Posted on: Aug 15 2020, 11:59 AM


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Posts: 2,627

Another health sector stock that continues to perform well through the crisis is Mach7 Technologies. They don't have the stock code here.
  Forum: Investment Discussion

alonso
Posted on: Aug 15 2020, 11:55 AM


Group: Member
Posts: 2,627

An Oscar for Solly. He achieved a double award, as you noted, by reaping millions in Jobkeeper AND dunning the landlords.
Someone told me might get to continue the Jobkeeper revenue in spite of stores closed and dividends paid because there has apparently been
a reset of conditions from July 1. I don't understand it all, public service gobbledygook sends me reaching for the meds.
  Forum: By Share Code

alonso
Posted on: Aug 15 2020, 11:49 AM


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Posts: 2,627

Healius' main pathology business is called Laverty (although there might another smaller one?). It has quite a share of the national path business.
  Forum: By Share Code

alonso
Posted on: Aug 10 2020, 03:02 PM


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Posts: 2,627

From ABC podcast pages:

" . .Associate Professor in Supply Chain and Networks, Curtain University"

We all know universities are having a hard time, but . . .

(Brought to you by Dr Thoughtmangler's little program)
  Forum: Off Topic Chat

alonso
Posted on: Aug 9 2020, 02:31 PM


Group: Member
Posts: 2,627

It has been said imitation is the sincerest form of flattery. It might be added, the better the imitation the greater the flattery.
  Forum: Off Topic Chat

alonso
Posted on: Jul 28 2020, 03:20 PM


Group: Member
Posts: 2,627

Personal & holiday travel will probably try to get back to normal as soon as the covid situation normalises here, subject to the limits that foreign countries remain under for who knows how long.
But business travel is the one I see as the big holdback. Companies that have and do become used to Zoom etc meetings and conferences could very well see travel costs as an easy target for cost cutting.
I don't know what proportion of air travel is taken up by business, but it must be a big chunk.
Another issue is that the climate lobby, having seen how business can operate remotely, might see it as an issue to campaign on.
  Forum: By Share Code

alonso
Posted on: Jul 25 2020, 02:57 PM


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Posts: 2,627

"who have contracted with the virus"

Looks like a case of predictive text.
"Your Honour, my phone did it while I wasn't looking"
"You are sentenced to having your predictive text disabled for 3 months and during that time it is to be hoped you will learn to take
responsibility for your own communications"
  Forum: Off Topic Chat

alonso
Posted on: Jul 20 2020, 03:54 PM


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Posts: 2,627

I don't think I've ever seen an ASX query or the response to it like this.
A deep sea fishing expedition and who knows what they'll catch.
Not a holder.
  Forum: By Share Code

alonso
Posted on: Jul 19 2020, 12:31 PM


Group: Member
Posts: 2,627

I'm assuming, without any evidence of course and in the face of dire warnings from the doomsayer scientists, that this will all go away in the near
future, given active efforts at containment in most places, and in the confident hope of a lasting vaccine.
Then we will see economies return with ever increasing momentum to more normal levels.
Ever the optimist.
  Forum: Investment Discussion

alonso
Posted on: Jul 18 2020, 12:12 PM


Group: Member
Posts: 2,627

Would be interesting to see what the numbers were for REX.
  Forum: Off Topic Chat

alonso
Posted on: Jun 1 2020, 03:47 PM


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Posts: 2,627

I look at the stocks I hold, have held or might hold and find there has been no discussion of them here, or very little, in a long time. Whereas some discussion can usually be found with holders at HC, plus the opportunity to have a rant. It doesn't help that the older posts button doesn't work for me, nor the say thanks button.

But I read some of the general posts.


  Forum: Off Topic Chat

alonso
Posted on: Apr 25 2020, 03:02 PM


Group: Member
Posts: 2,627

When we get back to normal or near normal regional travel, which could be just weeks away, REX could rocket to stardom.
$1 is within reach even before then but afterwards, with Virgin grounded, pre-crash levels are not beyond the realms of possibility.
This I Believe, as Eric Baume used to say (You have to be past your Best Before date to remember him).
  Forum: By Share Code

alonso
Posted on: Apr 25 2020, 02:57 PM


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Posts: 2,627

Like that quote from Swift J.
  Forum: Off Topic Chat

alonso
Posted on: Apr 20 2020, 12:00 PM


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Posts: 2,627

Not wishing to jinx it, but I think we've dodged a bullet . . .most of us that is of course.
  Forum: Off Topic Chat

alonso
Posted on: Apr 7 2020, 09:04 AM


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Posts: 2,627

I always thought the way to do it was take drugs then go to space.

I wondered where Jesus was hiding when we needed him.


  Forum: Off Topic Chat

alonso
Posted on: Feb 13 2020, 02:46 PM


Group: Member
Posts: 2,627

On the other hand, what better opportunity to send heretics off into isolation?
  Forum: Investment Discussion

alonso
Posted on: Feb 5 2020, 09:39 AM


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Posts: 2,627

I know a lot's changed since the Keynesian days when I studied economics BUT . .monetary policy seems to have done a good job of stuffing things up.

Why the RBA would contemplate running interest rates down to near zero is beyond my comprehension. If it's a race to the bottom they don't stand a chance against Madame Lagarde.


  Forum: Off Topic Chat

alonso
Posted on: Jan 21 2020, 08:56 AM


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Posts: 2,627

Looks promising to me but I wouldn't bet the house on it of course. Some would/have.
  Forum: By Share Code

alonso
Posted on: Jan 17 2020, 10:54 AM


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Posts: 2,627

I saw somewhere today that the UK's Met Office had declared the last 10 years the hottest since they started keeping

records in . . .(wait for it) . . .1850.


  Forum: Off Topic Chat

alonso
Posted on: Jan 15 2020, 09:51 AM


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Posts: 2,627

Nipper, how many of us have learned the hard way with that sector?
  Forum: Investment Discussion

alonso
Posted on: Dec 18 2019, 02:54 PM


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Posts: 2,627

Contrary to popular belief, as encouraged by various media, the Apostrophe Protection Society is NOT closing down, but its website

is closing for a while for upgrading due to an increase in demand.

I don't think I'm pedantic and I fully appreciate that English is a living language. But change must always be monitored to ensure that

customary usage does not become an excuse for reducing either the richness of the language or its potential for precise expression of thought.

The preciseness of English is a marvellous thing and the correct use of the apostrophe is just one of a wide range of tools which go to ensure that

preciseness.


  Forum: Off Topic Chat

alonso
Posted on: Dec 3 2019, 08:34 AM


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Posts: 2,627

A life too short perhaps but its' good to know when to quit:

https://www.abc.net.au/news/2019-12-02/apos...chards/11756830


  Forum: Off Topic Chat

alonso
Posted on: Nov 22 2019, 10:46 AM


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Posts: 2,627

I wonder if this is occurring under "non-forfeiture" clauses of "with profits" life insurance policies, ie policies which have a condition

under which the policy won't be lapsed while there is sufficient funds to pay the premiums.

But the executor presumably had notified AMP of the death and supplied a death certificate. However we've seen from the Westpac

case how computer coding can cause massive unintended consequences.


  Forum: By Share Code

alonso
Posted on: Nov 11 2019, 10:46 AM


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Posts: 2,627

They are still upselling the Clean Skincare message in the latest media release, but I don't see it making much impression on the sp.

[Clear Skincare

Clear Skincare’s integration into the API business is now largely complete. Revenue increased to $45.6 million, up 20% over the pcp, which pre-dated API’s ownership. Gross profit for the full year was $37.9 million.

"Australians are reportedly amongst the highest per capita consumers of cosmetic treatments. We consider this unsurprising given our harsh climate, although we also note that some areas are underserviced in this market, providing Clear Skincare with a growth opportunity. Accordingly, we are now moving to accelerate Clear Skincare’s growth, having added eight clinics during the financial year, taking the total number to 52. We launched the Clear Skincare product range into Priceline Pharmacy and are promoting it through the Priceline Sister Club," Mr Vincent said. ]

It's on my watchlist. My thinking is either it or SIG are going to forge ahead or there will be a merger. But the article in the AFR today is not encouraging.
I'm not sure if most of the pharmacies have the floor space to deliver the skin care service in the way it would need to be.
  Forum: By Share Code

alonso
Posted on: Nov 11 2019, 10:34 AM


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Posts: 2,627

"My personal view is that the Earth's climate is always changing, to warmer or cooler, and it's extremely vain of humans to think that they can do much about it."

This has always been my view on this issue too, especially the second part of the sentence. I liked what this bloke had to say about it all:

https://www.americanthinker.com/articles/20..._about_co2.html


  Forum: Off Topic Chat

alonso
Posted on: Nov 8 2019, 10:29 AM


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Posts: 2,627

I haven't read the ann but I'm assuming they provide some kind of pharmacy software.

Nowhere did I see though how much this might add to Sigma's bottom line.


  Forum: By Share Code

alonso
Posted on: Nov 8 2019, 10:24 AM


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Posts: 2,627

By a stroke of unbelievable luck I had taken my profit on this just a couple of days ahead of the attack.

Most probably the price fall will be short-lived and it will roll on, perhaps to 2.70 as some have suggested. GLTAH.


  Forum: By Share Code

alonso
Posted on: Sep 25 2019, 11:16 AM


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Posts: 2,627

Couldn't agree more. In this context, it's interesting to listen to this year's Reith Lectures given by a former UK Supreme Court judge.

He is firmly against the increase in judicial activism and accretion of power.


  Forum: Off Topic Chat

alonso
Posted on: Sep 9 2019, 10:39 AM


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Posts: 2,627

Yes it's been bad. The drought has been a factor as it always is but also the retail downturn.

They've got a new investor presentation out today with some interesting figures. I was surprised to see that parts had in underlying terms (whatever that means) had been equal to trailers in revenue. They certainly have an impressive parts distribution setup.

I bought quite a few over recent months. I don't know that they've ever been quite this low but I do know that over the 15 years I have been buying & selling them, they have always come up from the bottom. So I'm holding with some medium term confidence.


  Forum: By Share Code

alonso
Posted on: Sep 3 2019, 11:43 AM


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Posts: 2,627

Seems to be going gangbusters now.

In the period 2004-14 I made a series of good profits but I got bushwhacked in 2015 and swore I'd never touch it again.

But lo & behold earlier this year I was tempted and so far so more than good.


  Forum: By Share Code

alonso
Posted on: Sep 3 2019, 11:36 AM


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Posts: 2,627

All in all then I'm glad I took my medicine earlier on.

PS I'd say thanks for your posts but my Say Thanks hasn't worked for months/years?


  Forum: By Share Code

alonso
Posted on: Jul 31 2019, 03:16 PM


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Posts: 2,627

Who was "surprised"? I don't think the people were, except maybe the people that work at the ABC or similar like-minded institutions.
  Forum: Off Topic Chat

alonso
Posted on: Jul 9 2019, 03:04 PM


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Posts: 2,627

I can't honestly remember if I dipped my toe in this nipper, but if I did I think I probably pulled it out pretty damn quick.

But there are probably some who don't remember or never knew the hassles.


  Forum: By Share Code

alonso
Posted on: Jul 9 2019, 02:58 PM


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Posts: 2,627

Yes, the chart tells an all too familiar story on startup miners.
  Forum: By Share Code

alonso
Posted on: Jul 9 2019, 10:50 AM


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"(I give you $1,000, you give me back $990 in a year)"

Nipper, I thought this was called bank deposits


  Forum: Investment Discussion

alonso
Posted on: Jul 4 2019, 10:20 AM


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Posts: 2,627

What is your estimate of theimpact on sp?
  Forum: By Share Code

alonso
Posted on: Jun 19 2019, 11:10 AM


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There is only one useful government intervention and that is "real" investment, in the form of long term

benefit public works paid for through long-term borrowing. All just imo.


  Forum: Off Topic Chat

alonso
Posted on: Jun 19 2019, 08:19 AM


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Posts: 2,627

BFG is a good one atm but don't know about DRP because I never touch them anymore.
  Forum: Investment Discussion

alonso
Posted on: Jun 16 2019, 01:47 PM


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Posts: 2,627

https://www.marketindex.com.au/upcoming-dividends
  Forum: Investment Discussion

alonso
Posted on: Apr 16 2019, 10:36 AM


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Posts: 2,627

Re your feedback to the ABC, you must have missed the implied small print about negative comments not being welcome.

But seriously, I generally get a response to feedback on ABC podcasts, but then my feedback has generally been of a positive suggestive kind (that probably needs rephrasing). I am also a fairly regular reader of ABC news on my phone (a) because it's free and (b) because it's always advisable to keep an eye on enemy movements.


  Forum: Off Topic Chat

alonso
Posted on: Apr 9 2019, 10:47 AM


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Posts: 2,627

I wouldn't mind having a bet that Aldi's profit is greater off its lower base than Woolies. But we don't get to see Aldi's figures as far as I know.
  Forum: By Share Code

alonso
Posted on: Apr 4 2019, 09:39 AM


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Posts: 2,627

Maybe you're right. On the other hand I often go into Woolies, any day of the week, for those impulse needs, and it's always reasonably busy.

Getting out is the hard part, with the checkouts usually occupied by the full basket people and the robots queued up.


  Forum: By Share Code

alonso
Posted on: Apr 3 2019, 10:04 AM


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Posts: 2,627

I went into a Coles supermarket yesterday for the first time in years & honestly you could have

fired a shotgun down the aisles and not hit anybody but the odd employee.


  Forum: By Share Code

alonso
Posted on: Mar 1 2019, 02:35 PM


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Posts: 2,627

My bro-in-law has twice been bitten by brown snakes (Cowra NSW). He almost didn't make it the second time.

And yet here I am, on a wooded acreage, and in 30 odd years I've only seen one small black snake.

(But maybe they've seen me)


  Forum: Off Topic Chat

alonso
Posted on: Feb 1 2019, 01:25 PM


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Posts: 2,627

My instinct is there's something wrong with this: "Why can't so many children read?"

But I can only make it OK for me by changing the structure eg Why is it that so many children can't read?

Trust BBC English? Nope.


  Forum: Off Topic Chat

alonso
Posted on: Jan 30 2019, 02:42 PM


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I had some of these in the days of the War on Terror (is it done yet?) when I thought this has got to be a go.

It didn't work out (another one) and from what you say it still isn't.


  Forum: By Share Code

alonso
Posted on: Jan 28 2019, 09:59 AM


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Posts: 2,627

Market conditions have changed since this was last discussed. But I remain optimistic about the fundamentals here in spite of the negativity in the housing market. They are in the segment of the market that won't disappear even if it stalls for a while.

Tim Boreham had this to say in the ShareCafe briefing:

"For those with a bent for more permanent accommodation, shares in Queensland based home builder Villa World (VLW, $1.81) have lost 36 percent of their value over the last year.

In December Villa World withdrew its guidance of current year earnings of $40 million and didn’t provide any update. That’s as ominous as a black cat walking under a ladder on Friday the 13th.

The company had stuck by that guidance at its mid-November AGM, which shows just how much the residential housing market has deteriorated. Villa World’s problem, in particular, is the reduced availability of finance for home buyers.

There’s always an ‘however’, however, and the company still expects to report a first profit of $16-17m next month, with an eight cents a share franked dividend.

Assuming a full year profit of $29m and a 12.5c a share full-year div – as broker Baillieu does – and Villa World is trading on a multiple of seven times earnings and on a 7.4 percent yield."


  Forum: By Share Code

alonso
Posted on: Jan 23 2019, 09:36 AM


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We'll know about Brookfield on the 31st, but we're now in to non-exclusivity so maybe there will be a rival?
  Forum: By Share Code

alonso
Posted on: Jan 21 2019, 09:57 AM


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Posts: 2,627

Anns out today
  Forum: By Share Code

alonso
Posted on: Aug 28 2018, 10:47 AM


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And to that you could add something else that's a big political worry - the burgeoning income inequality and its various spin-off effects
  Forum: Macro Factors

alonso
Posted on: Aug 6 2018, 02:37 PM


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Posts: 2,627

Does the décor look like something out of the 1960s-70s? I was expecting to see a lot of black & white & glass & chrome.
  Forum: By Share Code

alonso
Posted on: Aug 2 2018, 10:30 AM


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Yes I did but disappointed they didn't allow for extra subscription as sometimes happens.
I will continue to hold for now.
  Forum: By Share Code

alonso
Posted on: Jul 9 2018, 10:31 AM


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I've been making critical comments for quite a long time in various places about Elon Musk.
His type of entrepreneurship imo is not helping at all in the struggle against those who want to destroy a fair free market system.
But he's not Robinson Crusoe.
  Forum: Investment Discussion

alonso
Posted on: Jul 5 2018, 10:33 AM


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Posts: 2,627

After seeing the Allen Gray notice I decided to rob the piggy bank and have a small splurge.
  Forum: By Share Code

alonso
Posted on: Jul 4 2018, 10:15 AM


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Can't help but think it's oversold though, but I've got no money to buy some anyway.
  Forum: By Share Code

alonso
Posted on: Jun 27 2018, 11:34 AM


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Saddened to hear this.
Loved his funny stories and his helpful and uncritical comments.
Didn't know him but he will be missed on share forums.
  Forum: Off Topic Chat

alonso
Posted on: May 10 2018, 10:46 AM


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Posts: 2,627

Yes I was thinking about this. I wouldn't want it to do an RFG on me though.
Maybe I should stick to worrying about how safe my life insurance is.
  Forum: By Share Code

alonso
Posted on: Apr 19 2018, 10:39 AM


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The Germans musn't watch the ASX riddock.
  Forum: By Share Code

alonso
Posted on: Apr 19 2018, 10:36 AM


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A cautionary tale nipper (as Beatrix Potter used to say)
  Forum: By Share Code

alonso
Posted on: Mar 19 2018, 09:23 AM


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The cost of being Coles:

"Coles accounted for about 60% of Wesfarmers’ capital employed and 34% of divisional earnings."....

"Seeing Wesfarmers paid $19.3 billion for Coles Group back in 2007 (issuing 308 shares at $45.73 in the purchase, and then a second issue at $13.50 in 2009 raising $2.8 billion (after $2.5 billion was raised in 2008 at $29 a share) both in the depths of the GFC slump, plus the write downs at Target and HomeBase of more than $3 billion, the total cost of the Coles adventure is probably well north of $30 billion.
It is very hard seeing that price being reached in the spin off."
  Forum: By Share Code

alonso
Posted on: Mar 18 2018, 01:11 PM


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Posts: 2,627

What do you guys think about the future of Healthscope?
I only have personal experience of one of their hospitals, which I found to be justas good as Ramsay.
I just can't understand why it is such a Cinderella.
  Forum: Investment Discussion

alonso
Posted on: Mar 16 2018, 12:17 PM


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Posts: 2,627

I wonder what stake Wesfarmers will keep.
Have they decided all that capital is in the wrong game, what with Aldi expanding, Lidl coming, Costco here and who knows what Amazon will do with Whole Foods.
Find a less crowded room?
  Forum: By Share Code

alonso
Posted on: Mar 15 2018, 09:40 AM


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Just watching.
  Forum: By Share Code

alonso
Posted on: Mar 13 2018, 09:26 AM


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It's still about $3 down on when I sold it over a year ago although it has moved about a bit.
  Forum: Investment Discussion

alonso
Posted on: Mar 12 2018, 11:56 AM


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Posts: 2,627

NAB > WBC. Well I never.
  Forum: Investment Discussion

alonso
Posted on: Mar 9 2018, 12:35 PM


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Well you've got your 80 cents now. I'm thinking (hoping) it will move back up quickly now after ex date.
  Forum: By Share Code

alonso
Posted on: Mar 9 2018, 12:27 PM


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This is all true but it might end up being too costly in other ways to stick with the franchise model.
What difficulties has it brought for Caltex that has led them to the costly decision to go back to company stores?
  Forum: By Share Code

alonso
Posted on: Mar 8 2018, 03:58 PM


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Posts: 2,627

I would go for roofs. Rooves just doesn't sound right.

Cricket bats would need a sense of direction, which your average thug might be light on, as opposed to the baseball bat which could be wielded any which way

Not speaking from experience I hasten to add.
  Forum: Off Topic Chat

alonso
Posted on: Mar 8 2018, 03:49 PM


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Posts: 2,627

What do they do?
  Forum: By Share Code

alonso
Posted on: Mar 6 2018, 11:43 AM


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Not having held this for a good while, I'm not up with its performance.
But they keep telling us people are dropping insurance like hot cakes.
However I wonder if the people who are dropping out are the same cohort that use private hospitals the most.
I guess movements in bed occupancy rates would tell us that.
Anybody know?
  Forum: By Share Code

alonso
Posted on: Mar 5 2018, 11:29 AM


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I know it's near its high but I've bought some anyway.
  Forum: By Share Code

alonso
Posted on: Mar 5 2018, 11:25 AM


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Posts: 2,627

I think we could be seeing the start of a general retreat from the franchise model
Just not worth the hassles eg Caltex
  Forum: By Share Code

alonso
Posted on: Dec 14 2017, 05:21 AM


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Posts: 2,627

I'm taking a punt at these prices.
To my way of thinking it's a case of desperate journos & a minority of disgruntled franchisees vs a business with a lot still going for it.
Hoping for a short term gain vs doing my dough.
  Forum: By Share Code

alonso
Posted on: Oct 13 2017, 09:18 AM


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Posts: 2,627

Yes, if they're all lies, as some people would have it, they are at least big lies that will be difficult to walk back from.
  Forum: By Share Code

alonso
Posted on: Sep 23 2017, 12:04 PM


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Posts: 2,627

This seems to be ticking along very nicely. I can't even see a couple of small rate hikes having much impact.
They should just keep doing what they're doing.
  Forum: By Share Code

alonso
Posted on: Sep 13 2017, 10:15 AM


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Posts: 2,627

Good heavens! This is still alive?
  Forum: By Share Code

alonso
Posted on: Sep 5 2017, 01:48 PM


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This could be a real can of worms for the banks if taken to the forensic cleaners don't you think.
  Forum: By Share Code

alonso
Posted on: Sep 4 2017, 12:29 PM


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Posts: 2,627

It's impossible to contemplate this is all happening, having grown up in the Eisenhower years..and the rapprochement of the Kennedy/Kruschev era.

But I wouldn't be putting the environment ahead of survival.
  Forum: Off Topic Chat

alonso
Posted on: Aug 30 2017, 02:16 PM


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Posts: 2,627

I bought in before last div and sold out the other day with a 9% profit for the 6 months. Didn't think it worth holding for next divv but will remain on my div trade watchlist.
  Forum: By Share Code

alonso
Posted on: Aug 8 2017, 11:27 AM


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Posts: 2,627

Note Woolworths' ann, in which they seem to have washed their hands of any responsibility.
  Forum: By Share Code

alonso
Posted on: Aug 6 2017, 07:58 AM


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Like triage I am one of the bottom drawer heritage holders here. In my case I followed the Michael Kiernan dream for too long.

I will say though, in mathematical terms, these are now infinitely more valuable than they were a few years ago, which was zero.
Whether like David Copperfield, Fotios turns out to be the hero of this story remains to be seen.
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alonso
Posted on: Aug 3 2017, 02:39 PM


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Happy retirement nipper.

Work? You'll soon get over the pain of it.
  Forum: Off Topic Chat

alonso
Posted on: Jul 27 2017, 10:05 AM


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Still sitting on some. In fact I doubled up on the pullback.
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alonso
Posted on: Jul 26 2017, 12:19 PM


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I had some of these in the dim distant past when I thought supplying the anti-terrorism market would be profitable.
You're not telling me I sold out too early again nipper? Damn!
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alonso
Posted on: Jul 24 2017, 10:33 AM


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QUOTE
If that is the case I think that the best that we can do is identify when the system becomes unstable, not when that unstable system will collapse.


That's obviously true but not a lot of help when the system has been unstable for a good while. But at least if you're proactive-minded you can get out ahead of time and be content with short forays into the market till things clarify.
September/October/November seem to be favourite times for major crashes.
  Forum: Investment Discussion

alonso
Posted on: Jul 20 2017, 03:34 PM


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Morningstar are telling me - "Accumulate"!
What, are they crazy?
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alonso
Posted on: Jul 20 2017, 03:14 PM


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Looking promising now and some fund interest. Been waiting since February.
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alonso
Posted on: Jul 13 2017, 01:28 PM


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I have noticed over the years that SS tends to focus more on resources, energy, tech & healthcare stocks and very little on industrials and what I'd call mainstream stocks.
Not that there's anything wrong with that but it probably accounts for the slower traffic.
I have a fairly large range of watchlist stocks on another site and, while they get run from time to time, there are always stocks that attract focus beyond comprehension eg HML, currenrly not trading.
SLA haa been a long discussed stock here as have a few other specs. CUV, not so long, seems to be some kind if in-game. Whatever turns you on.
  Forum: Off Topic Chat

alonso
Posted on: Jul 6 2017, 10:28 AM


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Morningstar says undervalued and strong buy, but chart is bearish. It would be nice to see even a little uptick at the end.
I like to see some kind of div to collect as well as trade. Is that likely?
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alonso
Posted on: Jun 26 2017, 03:17 PM


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Could be. . .lol
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alonso
Posted on: Jun 26 2017, 01:55 PM


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I had a terrible experience with Home Timber & Hardware recently. They sold me two dud products in a row and I had a blazing row with them to get a refund.
Never walk through the doors again. They might not let me.
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alonso
Posted on: Jun 24 2017, 02:28 PM


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I find this site a handy reference for upcoming divs:

http://www.marketindex.com.au/
  Forum: Investment Discussion

alonso
Posted on: Jun 22 2017, 10:25 AM


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But maybe not quite yet rolleyes.gif
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alonso
Posted on: Jun 21 2017, 01:14 PM


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Worth a toe in the water?

I don't like franchisors but there's a good stable of businesses here. So they've had a bit of a profit downgrade, who hasn't or will?
A lot of motivated franchisees out there and as long as the new guy can sort out any supply chain issues viz. Michelles, no reason the fundamentals won't restore the sp..
I don't see the demand going away.
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alonso
Posted on: Jun 15 2017, 10:53 AM


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Interesting article in today's SMH Business Day.
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alonso
Posted on: May 29 2017, 08:14 PM


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ABC headline:

"Why your wrong to care about grammar"
  Forum: Off Topic Chat

alonso
Posted on: May 10 2017, 10:46 AM


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Taken my small profit this morning. Wouldn't be surprised if it rises again today though as funds take some money out of the banks.
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alonso
Posted on: May 8 2017, 03:05 PM


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True but that only happened a week ago as well, or was only announced a week ago.

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alonso
Posted on: May 8 2017, 02:16 PM


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This is quite a turnaround, from a low of 3.18 in February to a high of 3.80 today, though pulled back a bit.
So it's had an impetus from the announcement of proposed unfreeze of Medicare but that only came in recent days.
What accounts for the rest of it?
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alonso
Posted on: May 5 2017, 10:38 AM


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Saw a poster elsewhere today discussing the ACCC decision on wholesale mobile and bemoaning other providers getting access to the TLS network for "a poultry fee".

He probably meant to say chicken feed.
  Forum: Off Topic Chat

alonso
Posted on: May 5 2017, 10:26 AM


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Whacko Jolly Dee! Glad I risked some of these at the low, now when to sell . . .
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alonso
Posted on: Apr 27 2017, 10:46 AM


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That's funny Henrietta. Rafferty rules OK!
  Forum: Off Topic Chat

alonso
Posted on: Apr 20 2017, 08:02 AM


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We could make it a mandatory requirement for election candidates who fail to get more than 5% primary votes?
  Forum: Off Topic Chat

alonso
Posted on: Mar 19 2017, 01:29 PM


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I would only comment that if you followed the primaries, as I did closely, Reuters & Bloomberg, but particularly Reuters, were among the most vociferous and active anti-Trump campaigners in the media. Not that they were Robinson Crusoes, but Reuters fairly blatantly altered their polling methodology to "correct" the results to a more palatable outcome.
Something about "leopards" and "spots".
  Forum: Off Topic Chat

alonso
Posted on: Mar 10 2017, 01:16 PM


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This might be worth looking at again towards FY results. There seems to have been a great turnaround and they are forecasting resumption of divs then. They last paid a div in 2014.
If PMV can do it then why not NBL?
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alonso
Posted on: Mar 7 2017, 10:37 AM


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Yes the page is not loading, not prepared to wait more than ten seconds
  Forum: Off Topic Chat

alonso
Posted on: Feb 28 2017, 09:37 AM


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yep
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alonso
Posted on: Feb 27 2017, 02:17 PM


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You sound like you just managed to find a fix arty rolleyes.gif rolleyes.gif rolleyes.gif
  Forum: Investment Discussion

alonso
Posted on: Feb 27 2017, 01:15 PM


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tech support used to be 1300 139 494 ?
  Forum: Investment Discussion

alonso
Posted on: Feb 27 2017, 01:12 PM


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same here
  Forum: Investment Discussion

alonso
Posted on: Feb 26 2017, 09:34 AM


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Maybe worth a shot but have to be quick. Nothing ventured Nothing lost . . .no wait, something's wrong there

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alonso
Posted on: Jan 27 2017, 09:20 AM


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Blackrock takes a sub holding.
I had been thinking of this instead of buying back into WBC. Watching what happens.
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alonso
Posted on: Jan 25 2017, 09:49 AM


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I'll have to keep up nipper.
I thought Bluescope died a few years ago and was sitting in the morgue waiting for a post mortem.
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alonso
Posted on: Jan 18 2017, 09:25 AM


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nipper, I first had to look up "neologism" before I could proceed further.

"virtue signalling" I would take to be part of the neo-liberal hipster newspeak I would generally take back streets to avoid.
  Forum: Off Topic Chat

alonso
Posted on: Jan 10 2017, 01:57 PM


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Yeah, I'm sceptical that would have caused the pullback or all of it. Watching for a dump from an insto to be reported.
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alonso
Posted on: Jan 10 2017, 01:56 PM


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With the number of spots I've had frozen, it would be good if they had a camera attached to the gas bottle that would transfer the picture to computer. Don't know how it works for excisions though, but will keep an eye on it. Not showing up on the Westpac system yet.

PS good luck with that one nipper.
  Forum: Investment Discussion

alonso
Posted on: Jan 4 2017, 09:31 AM


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Well that's it, I've taken my GFC profits. See what happens.
Maybe I'll get lucky and find another FAN.
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alonso
Posted on: Dec 22 2016, 01:11 PM


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The Trump rally could very well fizz out in the next few weeks. Time to sell out and hopefully buy back in later, what do you think?
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alonso
Posted on: Dec 12 2016, 09:51 AM


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Ruling out adverse govt intervention (or crossing your fingers) I'm still looking at this as a good long hold and a buy currently.
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alonso
Posted on: Dec 12 2016, 09:45 AM


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Woolworths just can't seem to work out what they are good at and what they aren't. This is a mystery to me.

They're definitely no good at competing with Aldi on price. When they try to do it, they just look stupid & phoney because they don't actually get near the Aldi prices on those basic items like a box of milk. They're always a bit higher so what's the point of that?
They need to give that idea up.

What they're good at is (1) delivering a broad range of products Aldi can't supply without breaking their model and (2) delivering a better quality & range of fresh food products - meat, poultry, dairy, deli etc.

In their advertising they ought to be asking customers: can you get product X, Y, Z at Aldi ? and how does our meat range and our dairy range compare with Aldi? And then hammer home the message that it doesn't.

Can I have a fee for explaining this to them.

Ps I am however an Aldi shopper because I'm a bottom feeder, though I might be a Woolworths investor if this keeps up.
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alonso
Posted on: Dec 12 2016, 09:34 AM


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OMG nipper, the computers are going to work out for us when we should believe what we read and when we shouldn't.
But who will tell the computers how to work it out?
  Forum: Off Topic Chat

alonso
Posted on: Oct 23 2016, 07:42 AM


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I've bought some again on the fall.
What's not to like? 45 hospitals pumping out procedures for baby boomers with money who increasingly need them.
The only threat to these hospital stocks is a govt change on the HIR, which forced me out of RHC under Gillard.
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alonso
Posted on: Oct 14 2016, 09:53 AM


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Well goodbye to another Aussie success story.
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alonso
Posted on: Sep 29 2016, 03:09 PM


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The stock market has no place for loyalty. Look at this - down from 2.96 at 30/8 to 2.43 today. Good results, no bad news, only good forecast, special div paid, never missed a div. Admittedly 2.96 was an artificial high.

Ah perfidious ASX, plunge thy dagger here.
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alonso
Posted on: Sep 23 2016, 09:55 AM


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PPT has upped its stake by 1.5% to over 14%.
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alonso
Posted on: Sep 11 2016, 07:43 AM


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Over the past few days I've been listening to some mp3 files of old jazz performances at Bird land in NY, including the Count Basie band from 1956, probably his best ever.
This morning I listened to Billie Holiday in Los Angeles 1945. Such a haunting voice.
  Forum: Off Topic Chat

alonso
Posted on: Sep 7 2016, 03:48 PM


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A clean sheet for NEC. Everything hitherto irrelevant, maybe this too.

I am interested by Nine's digital diversification & its decision to ditch the Warner Bros trash and invest in some home-grown trash.
Not phased by the gloomy chart, why shouldn't a new one start from now.
Morningstar has undervalued and medium buy consensus on it.
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alonso
Posted on: Sep 2 2016, 10:51 AM


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This could be Chinese politics at play, either on a local basis or as a shot across the bows externally.

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alonso
Posted on: Sep 1 2016, 04:25 PM


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This is looking good now too. Been a long time since the last post.
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alonso
Posted on: Sep 1 2016, 04:20 PM


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Having just sold out of SXL, this is one stock I'm looking at for the short term.
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alonso
Posted on: Aug 30 2016, 10:21 AM


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5 years, that's a surprise nipper. Whenever I see the name RHC an involuntary Grrrr! passes my lips.
Fear drove me from this stock & sector back then while I could still take a substantial profit, as I thought.
Since then it became too pricey for me and I turned my attention to HSO.
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alonso
Posted on: Aug 27 2016, 10:16 AM


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They've got rid of the big millstone but at what a cost.
I don't see the fundamentals of their business getting better though unless they're willing to take an axe to their business model.
But I am not a holder and I'm probably biased.
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alonso
Posted on: Aug 27 2016, 10:11 AM


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Moving in the right direction . . .but will it last?
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alonso
Posted on: Aug 27 2016, 07:32 AM


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So which would be the stronger effect - the confidence boost in the economy which the rate rise would imply or the dampening effect on the markets which a rate rise often produces?
  Forum: Investment Discussion

alonso
Posted on: Aug 25 2016, 10:09 AM


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There has been some insider buying here without a doubt.
sp gone from around 2.35 at 1/8 to 3.00 today. OK so the forecast was good but it didn't predict the 22c div incl special.
Doesn't bother me as a long term holder, except ethically.
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alonso
Posted on: Aug 19 2016, 02:58 PM


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Good old stodgy reliable.
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alonso
Posted on: Aug 19 2016, 07:36 AM


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GMC & GMCO?
  Forum: Investment Discussion

alonso
Posted on: Jul 20 2016, 10:19 AM


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This has got to be a joke. Do these people even realise they don't speak English?
  Forum: Off Topic Chat

alonso
Posted on: Jul 11 2016, 10:57 AM


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Sorry Mick but I predicted that about last August. Not so sure now.
  Forum: Off Topic Chat

alonso
Posted on: Jul 11 2016, 10:53 AM


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Arty, I'm not sure but I think they had in mind outsourcing the processing. As things stand now you'd have to expect Medicare will be handled like a new-born baby in a humidicrib surrounded by a team of specialist nurses.
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alonso
Posted on: Jul 8 2016, 10:17 AM


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Clarification issued. The 30% is after closing Le Cornu. Before the write off is +50%.
  Forum: By Share Code

alonso
Posted on: Jul 8 2016, 07:40 AM


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Mick, I don't know what the Founding Fathers found but I wish they'd found something else.
  Forum: By Share Code

alonso
Posted on: Jul 6 2016, 09:32 AM


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FY16 EBIT expected to be around 30% above FY 15, before a $9m write-off on closing Le Cornu.
Nice one again guys.
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alonso
Posted on: Jun 3 2016, 10:23 AM


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As it obviously is not to your taste, as it isn't mine, for the sake of your blood pressure just don't look at or listen to anything on the ABC which might have a political context. Instead get your taxpayer value by viewing or listening to the many programs (although not as many as one could wish) which are apolitical.
  Forum: Off Topic Chat

alonso
Posted on: May 23 2016, 10:36 AM


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Periscope up. Range. Nah, wait for more favourable target.
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alonso
Posted on: May 20 2016, 10:02 AM


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Gets better for SXL. Renewing the deal with TEN which gives them things like MasterChef.
So they've got the 9 network stuff in the south and TEN stuff in the regional north.
Might be a nice little further bump.
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alonso
Posted on: May 13 2016, 10:24 AM


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My chart skills are de minimis but I sense it's nearing breakout territory maybe. Time to decide a target.
All comments greatfully considered but the holder's decision will be entirely his own fault.
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alonso
Posted on: May 4 2016, 10:02 AM


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Broadcast license fee reduction won't hurt either.
  Forum: By Share Code

alonso
Posted on: May 3 2016, 11:51 AM


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Should have bought more but didn't know the deal that was coming.
  Forum: By Share Code

alonso
Posted on: May 2 2016, 10:47 AM


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What do you think nipper, would a cash splash be blowing it on something silly?
I'd laugh all the way to the bank anyway.
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alonso
Posted on: Apr 22 2016, 10:24 AM


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Triage, I think back about 50 years when I first applied for a mortgage.
I had 50% of the purchase price, a Treasury job and my wife was a teacher. The bank
manager scratched his head, patted his belly, adjusted his pince-nez and said "Ooh, I don't know".

But the lenders have since been fudging the numbers for about 30 years to my knowledge, with the odd break
for a financial crisis or two, but that is probably the very least of their sins. Not that I'll be selling my stock
you understand.

Prince who? Which royal family?

  Forum: Off Topic Chat

alonso
Posted on: Apr 20 2016, 10:25 AM


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Beats me why they still get the lion's share of the big contracts, given their dubious history and their Spanish ownership.
Surely there are other, more Australian-owned companies, that should not be passed over. After all, once the contracts are secured they are mostly farmed out to a long line of sub-contractors of varying size.
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alonso
Posted on: Apr 4 2016, 11:35 AM


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It's thumping against that 105 like an angry constable. Maybe it'll get tired and crash in a heap.
One lives in hope.

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alonso
Posted on: Apr 1 2016, 09:40 AM


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Interesting buys in last week or so. Chart suggests to me it could move up..
Have to be quick to catch div though
  Forum: By Share Code

alonso
Posted on: Mar 31 2016, 03:26 PM


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I set my target and I'm banking it.
Good luck to holders.
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Poll: The Banks
alonso
Posted on: Mar 31 2016, 10:55 AM


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I think if you stuck another weight in the middle to cover semi-defensive/semi-aggressive stocks, that's probably something like I've got now. But the banks? I think they can maybe hold you back at this point.
What to replace them with, there's the question.
  Forum: Investment Discussion

Poll: The Banks
alonso
Posted on: Mar 31 2016, 09:43 AM


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I'm starting to wonder if my money would be better employed elsewhere than Westpac.
I have the advantage of having bought at the low during the GFC so its div return is good.
But if there's to be no more cap growth?
The question is, would I find the same yield (on cost, not market value) & security + cap growth in another sector.
Decisions Decisions!
  Forum: Investment Discussion

alonso
Posted on: Mar 30 2016, 09:44 AM


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I've noticed that a lot of companies have introduced this form of ann called "Dividend/Distribution" or something like that.
Don't know if it's a new ASX or ASIC requirement but I find it very useful.
It beats having to search about for things like ex-dates & div dates. Good one.
  Forum: Investment Discussion

alonso
Posted on: Mar 23 2016, 11:00 AM


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The results look more than reasonable to me, but what would I know.
But it's a down day and a day of uncertainty and will not immediately provide the exit I thought possible.
That may be a good thing though, because it could instead show a steady growth as the market digests the results and the increased div.
  Forum: By Share Code

alonso
Posted on: Mar 18 2016, 09:19 AM


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That's roughly 23% - I didn't add it up, just a quick glance, so don't hold me to it.

Which Chinese billionaire is shuffling the deck. There are so many of them.
  Forum: By Share Code

alonso
Posted on: Mar 16 2016, 01:18 PM


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This looks poised to go higher depending on results/div ann which should be out within a week.
If the results are reasonable, and depending on general market, I'd say it could top 52 week high which might provide for a nice exit.
  Forum: By Share Code

alonso
Posted on: Mar 11 2016, 09:53 AM


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I'd like to see the sp come back a bit before I take a plunge but it doesn't look like it will.
Also it's got this govt review hanging in the breeze, but in an election year I can't really see a govt doing anything to
interfere with the less fortunate being able to hock their chattels.

So I'm still looking around. DWS maybe.
  Forum: By Share Code

alonso
Posted on: Mar 9 2016, 03:43 PM


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That was good enough for me today.
I thought I might do some real bottom feeding and spend it on CCV


  Forum: By Share Code

alonso
Posted on: Mar 9 2016, 06:36 AM


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Good post nipper. I don't think he planned it, I think he started throwing out a few messages and was as surprised as everybody else when they resonated.
I think he's got a peak though which may not be high enough.
  Forum: Off Topic Chat

alonso
Posted on: Mar 8 2016, 08:50 AM


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I nearly cashed in yesterday. See what today brings.
  Forum: By Share Code

alonso
Posted on: Mar 7 2016, 10:26 AM


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Hi arty, if that were the case wouldn't the names of the beneficial owners have to be shown on the notice.
  Forum: By Share Code

alonso
Posted on: Mar 7 2016, 09:10 AM


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The Central Bank of Norway (sovereign fund?) has notified it is a substantial holder. But it's a weird kind of notice and I'm wondering is it a holder by some technicality?
  Forum: By Share Code

alonso
Posted on: Mar 5 2016, 06:08 AM


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I took a small profit on some of my holding here and splurged it on MXI. Chart looks promising.
  Forum: By Share Code

alonso
Posted on: Feb 25 2016, 02:34 PM


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PRY has come back 56% in the last month, proof to my eyes of the strong fundamentals of the healthcare sector.
Still a way to go nevertheless.
  Forum: By Share Code

alonso
Posted on: Feb 23 2016, 10:58 AM


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Quite a spring in the step today and not even a div.
It seems that Rivers is indeed turning around and online sales are doing pretty well.
I'll be going into Rivers next week maybe, haven't been there in a while, so I'll get a feel for how it's going.
  Forum: By Share Code

alonso
Posted on: Feb 12 2016, 09:46 AM


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You would think this has bottomed now although in this climate nothing is certain.
I bought just a few at a little higher than today's price.
  Forum: By Share Code

alonso
Posted on: Feb 4 2016, 10:14 AM


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Maybe these would be worth a buy & hold now. Div 5 cents coming.
  Forum: By Share Code

alonso
Posted on: Jan 20 2016, 09:32 AM


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Well I don't get too much right, but selling SKE instead of accepting & holding PRG looks like it was one of them.
  Forum: By Share Code

alonso
Posted on: Jan 19 2016, 06:49 AM


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Didn't Macquarie take a serve from HSO & RHC bosses. Can't remember anything like it.
I bought some more yesterday
  Forum: By Share Code

alonso
Posted on: Dec 23 2015, 09:00 AM


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ABC podcast summary:

"If the Dutch had of liked what they saw in Western Australia . . ."
  Forum: Off Topic Chat

alonso
Posted on: Nov 30 2015, 12:09 PM


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Food& grocery down 23%.
I can't see a long term future for them in this business.
  Forum: By Share Code

alonso
Posted on: Nov 26 2015, 09:03 AM


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Substantial holder in TEN.
  Forum: By Share Code

alonso
Posted on: Nov 26 2015, 08:40 AM


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So much for my filing system . . .that pile of unopened packages on the sofa.
I missed the retail entitlement offer & only realised it when I opened a letter that had been sitting on my desk for a couple days, advising me of the $4 retail sale proceeds I'd be getting.
Bugger!
  Forum: By Share Code

alonso
Posted on: Nov 24 2015, 10:46 AM


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Kerboom! Didn't know that was coming today.

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alonso
Posted on: Nov 23 2015, 05:28 PM


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Bought some of these today after reading the AGM stuff and looking at the chart in my own inexpert way.
Hope it makes a good addition to my health care holdings.
  Forum: By Share Code

alonso
Posted on: Nov 19 2015, 02:44 PM


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Missed the boat big time here. Had a bid in at 5.06, was sure it would happen.
  Forum: By Share Code

alonso
Posted on: Nov 19 2015, 02:19 PM


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I can't remember exactly, you'll have to look at the ann. But to the effect they were a) happy with their investment and b) were not looking to acquire SFH.
Yep, I'll see it through with SFH because I think it'll turn around.
  Forum: By Share Code

alonso
Posted on: Nov 18 2015, 02:01 PM


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Posts: 2,627

The ydefinitely seem to have bought a pig in a poke. Who would have thought it? I certainly didn't.
But the news out of this AGM seems to indicate they are gradually getting on top of it. Interesting what the Cotton On people
have to say.
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alonso
Posted on: Nov 18 2015, 01:57 PM


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Posts: 2,627

It never seems to get any better. Still it's not alone in that respect atm.

Good luck.
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alonso
Posted on: Nov 16 2015, 08:57 AM


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Posts: 2,627

QUOTE
PEN is now my biggest holding.


You guys must be young or brave or both. I'll coast along with what I have had in the bottom drawer for years now.
T'aint much but I already counted it as lost.
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alonso
Posted on: Nov 4 2015, 11:36 AM


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Posts: 2,627

On my watchlist now
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alonso
Posted on: Oct 9 2015, 02:27 PM


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Posts: 2,627

Consolidation doesn't seem to have done any damage here judging by the chart. On a roll.
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alonso
Posted on: Sep 29 2015, 07:26 AM


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Hi arty,
In the end I decided to take my profits here and look for other opportunities.
Haven't found any yet though.
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alonso
Posted on: Aug 27 2015, 09:57 AM


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Posts: 2,627

One retailer that doesn't appear to be struggling atm. Good one guys!
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alonso
Posted on: Aug 26 2015, 11:47 AM


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Posts: 2,627

A bit of movement at the station now kiril
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alonso
Posted on: Aug 18 2015, 03:57 PM


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Posts: 2,627

I keep this on my watchlist to remind me of at least one smart decision I made.
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alonso
Posted on: Aug 18 2015, 11:28 AM


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Posts: 2,627

Better news terrine
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alonso
Posted on: Aug 17 2015, 10:16 AM


Group: Member
Posts: 2,627

Elsewhere, the nation’s largest radiology firm is mulling a $1bn float, the AFR reports. I-MED Network Radiology has reportedly been listening to pitches from investment bankers, with joint lead managers to be appointed shortly. The firm, backed by Sweden’s EQT, will likely raise $500 million through the listing.
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