$BHP Group Ltd (BHP.AU)$ A significant drop depends on whether BHP has another crack at Anglo American now that they are able to as the 6 months is up. They say it's a negative for a take over now that Anglo have sold off their coal resources, but I'm not sure thats the best way of reading it. Anglo went up 4% on rumour of take over. BHP drops during speculation.
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gbsurfer
commented on
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Dec 10 08:00
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I got $40.065 today. Either way it's good buying imo.
Market will realise world's not going to end with a few tariffs. Dividend pretty healthy here imo, I'm frontrunning the risk of rate cuts next year. There's going to be a rush for yield if we get a rate cutting cycle. Financials look stretched imo, but commods and consumer staples (WOW/COL) is where I'm looking for this play. $BHP Group Ltd (BHP.AU)$
Market will realise world's not going to end with a few tariffs. Dividend pretty healthy here imo, I'm frontrunning the risk of rate cuts next year. There's going to be a rush for yield if we get a rate cutting cycle. Financials look stretched imo, but commods and consumer staples (WOW/COL) is where I'm looking for this play. $BHP Group Ltd (BHP.AU)$
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$CommBank (CBA.AU)$ It will back away from $150 that’s a big number,
stocks don’t like big round numbers unless there’s more information, with the earnings report only around the corner it will back away
stocks don’t like big round numbers unless there’s more information, with the earnings report only around the corner it will back away
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$CommBank (CBA.AU)$ Today, the wind of market sentiment shifted once more, favoring the Banks over the miners, a pattern that seems to repeat itself with some frequency. This got me thinking about how such fluctuations are not unique to the financial markets but also impact businesses' operational strategies.
For instance, the idea of replacing client service staff with AI bots poses a significant risk, in my opinion. Personally, I dread interacting with automated systems when contacting my bank...
For instance, the idea of replacing client service staff with AI bots poses a significant risk, in my opinion. Personally, I dread interacting with automated systems when contacting my bank...
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Our markets just ignore all the warning signs and keep bidding up already sky high valuations.
Its bizarre what’s going on right now
Its bizarre what’s going on right now
gbsurfer
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Thank you for the block orders.
Making money is all about the market, not about ability.
Goodbye until next time 👋
$ZIM Integrated Shipping (ZIM.US)$
Making money is all about the market, not about ability.
Goodbye until next time 👋
$ZIM Integrated Shipping (ZIM.US)$
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huh? Chose not to over pay for Anglo. The Filo deal is right in BHP's wheelhouse: large scale long life mine for one of the pillar commodities.
And in case you hadn't noticed Iron Ore and Copper are off their highs. As a commodity producer BHP is a "price taker" and commodities are cyclical businesses.
BHP is a long way from being a "dog".
My 2 cents, ymmv, dyor. $BHP Group Ltd (BHP.AU)$
And in case you hadn't noticed Iron Ore and Copper are off their highs. As a commodity producer BHP is a "price taker" and commodities are cyclical businesses.
BHP is a long way from being a "dog".
My 2 cents, ymmv, dyor. $BHP Group Ltd (BHP.AU)$
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yup.. really sorry to leave.
only did so because the dividend yield was so low due to stratospheric share price.
i m not sure I have 10 years left in me, so dividend yields now drive my decisions. Mainly VHY..indexed so, average all around, but diversified and thus derisked.
I still hold $Westpac Banking Corp (WBC.AU)$ and $ANZ Group Holdings Ltd (ANZ.AU)$ … neither fill me with joy but at least the yields are still north of 5%.
I still watch CBAs price rises with glee..nothing makes me sleep more...
only did so because the dividend yield was so low due to stratospheric share price.
i m not sure I have 10 years left in me, so dividend yields now drive my decisions. Mainly VHY..indexed so, average all around, but diversified and thus derisked.
I still hold $Westpac Banking Corp (WBC.AU)$ and $ANZ Group Holdings Ltd (ANZ.AU)$ … neither fill me with joy but at least the yields are still north of 5%.
I still watch CBAs price rises with glee..nothing makes me sleep more...
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Not sure what the div will be. Seen media/news from both GS & Citi saying it will be cut a bit. Even so, should still be pretty good.
In the last 3 years, $BHP Group Ltd (BHP.AU)$ has made lows around this time and rallied from November onwards. I'm prepared to hold for that post-Oct pump and collect my juicy divs through to March next year.
In the last 3 years, $BHP Group Ltd (BHP.AU)$ has made lows around this time and rallied from November onwards. I'm prepared to hold for that post-Oct pump and collect my juicy divs through to March next year.
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