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  1. #76
    Ignorant. Just ignorant.
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    Quote Originally Posted by macduffy View Post
    [QUOTESo selling would have been a 50% profit in the hand at the expense of future profit, and would have left a hole in the asset allocation model. ]
    I know that many experts place a lot of emphasis on maintaining asset allocations fairly rigidly but I take a much more relaxed attitude to the subject. If something should be sold - or bought - I tend to do so - and hope to sort things out at a later date!

    [/QUOTE]

    It was more the question of what would replace those IFTHAs had I sold them.

    Asset allocation is a fine tool, to be sure, and I do try to follow my model but, like you, it's a flexible model.

    There are, after all, times when tactics do trump strategy.
    Last edited by GTM 3442; 03-08-2016 at 04:22 PM. Reason: Punctuation.

  2. #77
    Member
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    Mar 2010
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    Anyone think WKSHA is worth another look in current low interest climate.

  3. #78
    Member
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    May 2007
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    Auckland, , New Zealand.
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    364

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    I don't know, but I've still got my small holding.

  4. #79
    Member
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    Dec 2011
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    Christchurch
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    Still got some too.....Depends on infrastructure spending i suppose....

  5. #80
    Veteran novice
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    Quote Originally Posted by mcdongle View Post
    Still got some too.....Depends on infrastructure spending i suppose....
    More of an interest-rate play I would think. If you see rates rising in the near/medium future they would be in line for an interest-rate upward re-set. (And vice-versa!)

  6. #81
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    Dec 2011
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    Christchurch
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    was thinking along the lines of...If there is no roadbuilding ..etc they have less work

  7. #82
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    Quote Originally Posted by mcdongle View Post
    was thinking along the lines of...If there is no roadbuilding ..etc they have less work
    They are preference shares, paying a dividend tied to certain interest rates. Preference over Downer ordinaries, that is. If less work for Downer results in lower dividends, it's the ords that cop the effect first. If the worst comes to the worst, the pref shares have "preference" over the ords in any distribution to shareholders.

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