$CommBank (CBA.AU)$
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...
5
1
Lonewolfcow
commented on
Despite widespread concerns about overvaluation, Australian bank stocks delivered impressive returns in 2024. The Australian bank index outperformed the $S&P/ASX 200 (.XJO.AU)$ by 25% in total returns.
As the largest bank by market capitalization, $CommBank (CBA.AU)$ surged more than 42% in 2024 and has already gained over 6% year-to-date in 2025, seemingly continuing its strong momentum. CBA is set to release its FY25 H1 earnings on February 12...
As the largest bank by market capitalization, $CommBank (CBA.AU)$ surged more than 42% in 2024 and has already gained over 6% year-to-date in 2025, seemingly continuing its strong momentum. CBA is set to release its FY25 H1 earnings on February 12...
3
2
1
$S&P 500 Index (.SPX.US)$
Japan is entering hyper inflation. 10 year bond now at highest level in over a decade. The free liquidity arbitrage train is over. It will be heading higher!! trouble for bankers & stocks.
Japan is entering hyper inflation. 10 year bond now at highest level in over a decade. The free liquidity arbitrage train is over. It will be heading higher!! trouble for bankers & stocks.
1
$Nasdaq Composite Index (.IXIC.US)$
At some point in time People buying the dip will become the dip. It will happen fairly quickly & be painful. An experience not really felt buy many yet with everything seemingly always going up. Warren buffet will be right again. Whoever holds onto the most cash for the longest will be able to buy the best bargains. It will wipe out all gains from previous dip buying. Not saying sell everything but yeah probably closer then ever been....
At some point in time People buying the dip will become the dip. It will happen fairly quickly & be painful. An experience not really felt buy many yet with everything seemingly always going up. Warren buffet will be right again. Whoever holds onto the most cash for the longest will be able to buy the best bargains. It will wipe out all gains from previous dip buying. Not saying sell everything but yeah probably closer then ever been....
1
$S&P/ASX 200 (.XJO.AU)$
Tomorrow is a big day for Australian stocks and the #1 Stock by market cap is CBA , yes a bank skimming the people! Infact 5 out of the biggest 7 companies in Australia are all banks. Ultimately a recipe for disaster. I believe stagflation is the likely result in Australia. The worst result. CBA have just started selling off assets although they will put a positive spin on it (a chinese bank %), with fancy accounting & commentry. The smarter money w...
Tomorrow is a big day for Australian stocks and the #1 Stock by market cap is CBA , yes a bank skimming the people! Infact 5 out of the biggest 7 companies in Australia are all banks. Ultimately a recipe for disaster. I believe stagflation is the likely result in Australia. The worst result. CBA have just started selling off assets although they will put a positive spin on it (a chinese bank %), with fancy accounting & commentry. The smarter money w...
5
Lonewolfcow
commented on
$BIDU-SW (09888.HK)$
It appears we have past the bottoming phase & now entering into possible a multi years long Chinese bull market. Change of perception toward China & ability to innovate coupled with undervalued goliath companies like this one bodes well buying something today at about 10x earnings with Ai income starting to roll in shortly. Baidu is by far the most interesting Ai play in my opinion with 2-3x upside in price with trigger being some earnings growth. Also own 7%...
It appears we have past the bottoming phase & now entering into possible a multi years long Chinese bull market. Change of perception toward China & ability to innovate coupled with undervalued goliath companies like this one bodes well buying something today at about 10x earnings with Ai income starting to roll in shortly. Baidu is by far the most interesting Ai play in my opinion with 2-3x upside in price with trigger being some earnings growth. Also own 7%...
1
10
$Tourism Holdings Ltd (THL.AU)$
hated for a couple of years now. The best & cheapest way to get around NZ & Aus is by motorhome. Avoiding expensive flights & hotels. Low AUD & NZ $ is excellent for tourism. Fuel prices likely to come down further under trump admin. Around Aus there are moterhomes everywhere in carparks. It appears to be trend for younger generations now. This company captures the entire value chain of Moterhomes from manufacturing them cheaply to hiring to selling t...
hated for a couple of years now. The best & cheapest way to get around NZ & Aus is by motorhome. Avoiding expensive flights & hotels. Low AUD & NZ $ is excellent for tourism. Fuel prices likely to come down further under trump admin. Around Aus there are moterhomes everywhere in carparks. It appears to be trend for younger generations now. This company captures the entire value chain of Moterhomes from manufacturing them cheaply to hiring to selling t...
$MLG Oz Ltd (MLG.AU)$
This company is well positioned with over 1000 staff which services mainly gold mines. With todays gold prices & low aussie $ the runway for mining opportunities in WA is pretty much endless for our lifetime. There has been talk of moving to Revenue share for spacific gold mines as they struggle to staff them, this makes MLG incredibly valuable to gold mining companies looking to scale up. NTA way below book value!! It would be a surpise if a gold mine did n...
This company is well positioned with over 1000 staff which services mainly gold mines. With todays gold prices & low aussie $ the runway for mining opportunities in WA is pretty much endless for our lifetime. There has been talk of moving to Revenue share for spacific gold mines as they struggle to staff them, this makes MLG incredibly valuable to gold mining companies looking to scale up. NTA way below book value!! It would be a surpise if a gold mine did n...
$CommBank (CBA.AU)$
This stock has the ability to send the entire asx200 tumbling, they have already started selling a banking asset in China as a clue free cash concerns. The bank is low on liquidity & you will see in there earnings operating at heavy losses. Cashflow negative by a-lot!!! The fact the ETF money gets sent to the top has seen this banks P/e blow out to 28 & 3.7 book. what do you think happens when empty commerical property needs to be liquidated...
This stock has the ability to send the entire asx200 tumbling, they have already started selling a banking asset in China as a clue free cash concerns. The bank is low on liquidity & you will see in there earnings operating at heavy losses. Cashflow negative by a-lot!!! The fact the ETF money gets sent to the top has seen this banks P/e blow out to 28 & 3.7 book. what do you think happens when empty commerical property needs to be liquidated...
4
$Direxion Daily MSCI Brazil Bull 2X Shares (BRZU.US)$
When the market stops being so irrational a rotation of capital into emerging markets should be on top of agendas. Front running fundies is a good idea ;) Can see brazil being one low risk place to start directing capital with healthy dividends
When the market stops being so irrational a rotation of capital into emerging markets should be on top of agendas. Front running fundies is a good idea ;) Can see brazil being one low risk place to start directing capital with healthy dividends
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)