$Under Armour-C (UA.US)$
Quality brands will survive & thrive. Im seeing alot of people wearing Under armour especially mid aged/ elderly & this population is expanding. Also younger gym generations in which they have done a good job with capturing this market.
If buy both Under Armour & Nike whom is still cool amongst all kids it will he hard to lose longer term. Excellent entry points for the long term portfolio
Expecting big buybacks/ earnings surpises to upside over the ...
Quality brands will survive & thrive. Im seeing alot of people wearing Under armour especially mid aged/ elderly & this population is expanding. Also younger gym generations in which they have done a good job with capturing this market.
If buy both Under Armour & Nike whom is still cool amongst all kids it will he hard to lose longer term. Excellent entry points for the long term portfolio
Expecting big buybacks/ earnings surpises to upside over the ...
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$Advanced Micro Devices (AMD.US)$
Looks a decent price to start edging in , hoping it goes down further to keep adding. Will have its day in the ai sun at some point over the next year or two where it will blow away forecasted earnings & head toward ATH. Can it go way down from here ? yes!! However a tier’d allocation of capital based on price should bring good gains later for example buy 10% of total allocation today then 5% staged limit price @ 2-3% below the previous...
Looks a decent price to start edging in , hoping it goes down further to keep adding. Will have its day in the ai sun at some point over the next year or two where it will blow away forecasted earnings & head toward ATH. Can it go way down from here ? yes!! However a tier’d allocation of capital based on price should bring good gains later for example buy 10% of total allocation today then 5% staged limit price @ 2-3% below the previous...
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Lonewolfcow
commented on
$The Star Entertainment Group Ltd (SGR.AU)$
Let us never forget that it was the australian government (accc) for there over-reach & lack of business sense that led to casino operators downfalls in Australia.
They began there assault a few years ago & done things like restrict betting, lower maximums , stop big transfers. Killed chinese from being able to come and bet up. They went after casino’s with huge fines to line there pockets & now shareholders lose & Qld may...
Let us never forget that it was the australian government (accc) for there over-reach & lack of business sense that led to casino operators downfalls in Australia.
They began there assault a few years ago & done things like restrict betting, lower maximums , stop big transfers. Killed chinese from being able to come and bet up. They went after casino’s with huge fines to line there pockets & now shareholders lose & Qld may...
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$S&P/ASX 200 (.XJO.AU)$
sing it with me: And im freeeee , free fallin!!!
I called the blow off top before it happened, & to buy china stocks before it happened.
My next prediction is awful: As it becomes clear to people its Stagflation in Australia the asx200 loses about another 30-40% Buying the dip = becoming the dip. This may take another two reporting periods so probably this time next year we can see stocks get totally repriced. I could be wrong , but probability of being r...
sing it with me: And im freeeee , free fallin!!!
I called the blow off top before it happened, & to buy china stocks before it happened.
My next prediction is awful: As it becomes clear to people its Stagflation in Australia the asx200 loses about another 30-40% Buying the dip = becoming the dip. This may take another two reporting periods so probably this time next year we can see stocks get totally repriced. I could be wrong , but probability of being r...
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Lonewolfcow
commented on
$Mineral Resources Ltd (MIN.AU)$
Careful buying this disaster…. Probability of a capital raise far exceeds a rebound in performance. Every chance could lose half your capital thinking you got a bargain at todays price
Careful buying this disaster…. Probability of a capital raise far exceeds a rebound in performance. Every chance could lose half your capital thinking you got a bargain at todays price
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Lonewolfcow
commented on
$CommBank (CBA.AU)$
As per my previous commentary, going through todays result confirms Australia is in trouble. This banks P/e after todays ordinary result remains around the same. Get out of bank stocks whilst you still can!! Park in fixed cash for a while. That was the golden era for banking post covid. It aint getting better! 2.5% returns on a 73% payout!!! Commercial writedowns of a whole bunch of useless property to come next time! Cannot believe this stock was tr...
As per my previous commentary, going through todays result confirms Australia is in trouble. This banks P/e after todays ordinary result remains around the same. Get out of bank stocks whilst you still can!! Park in fixed cash for a while. That was the golden era for banking post covid. It aint getting better! 2.5% returns on a 73% payout!!! Commercial writedowns of a whole bunch of useless property to come next time! Cannot believe this stock was tr...
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$National Australia Bank Ltd (NAB.AU)$
Another day & another ordinary Bank result coming out of Australia. The country is crumbling, to high taxes (tax creep). stagflation as i have posted about over the last few weeks before bank earnings. Its clearly the case in Australia. Anyone hoping for EPS growth are investing in the wrong country. Its game over & only gets worse across the board until policy changes including stopping unproductive immigration etc. Businesses outside c...
Another day & another ordinary Bank result coming out of Australia. The country is crumbling, to high taxes (tax creep). stagflation as i have posted about over the last few weeks before bank earnings. Its clearly the case in Australia. Anyone hoping for EPS growth are investing in the wrong country. Its game over & only gets worse across the board until policy changes including stopping unproductive immigration etc. Businesses outside c...
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$S&P/ASX 200 (.XJO.AU)$
As predicted in a post a few business days ago… We were living in live time the blow off top. We may get a rate drop however it will be only another selling opportunity. Banking stocks best environment for profits now coming to an end. Its stagflation in Australia!! & we can thank our corrupt dumb politicians/ Banking system for it. High taxes , money printing , weak $ & China who will get there resources from there own build mines in Africa fo...
As predicted in a post a few business days ago… We were living in live time the blow off top. We may get a rate drop however it will be only another selling opportunity. Banking stocks best environment for profits now coming to an end. Its stagflation in Australia!! & we can thank our corrupt dumb politicians/ Banking system for it. High taxes , money printing , weak $ & China who will get there resources from there own build mines in Africa fo...
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$Westpac Banking Corp (WBC.AU)$
Another ordinary banking result. Profits down alot in the best environment ever for banking yet it trades like a growth company. Only gets worse from here! But dont worry institutions and your super will keep pumping that share price until the ultimate collapse of the asx200 heavy weighted financials sector. The australian public will be the bagholders of these overpriced bank stocks on the verge of collapsing. Its a huge sell from me. Shocking result...
Another ordinary banking result. Profits down alot in the best environment ever for banking yet it trades like a growth company. Only gets worse from here! But dont worry institutions and your super will keep pumping that share price until the ultimate collapse of the asx200 heavy weighted financials sector. The australian public will be the bagholders of these overpriced bank stocks on the verge of collapsing. Its a huge sell from me. Shocking result...
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