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27-03-2019, 03:12 PM
#2461
Originally Posted by bull....
me too , income becomes very important now in a low growth and very low interest rate environment
Sure does, this ultra low interest rate environment will prove very supportive for all dependable yield stocks including this and MEL, CEN ARG GMT and others.
Also I think people will go hunting for higher yield with yield stocks like AIR HLG, HGH, ZEL and maybe even TRA. I am well positioned
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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27-03-2019, 03:18 PM
#2462
Originally Posted by Beagle
Sure does, this ultra low interest rate environment will prove very supportive for all dependable yield stocks including this and MEL, CEN ARG GMT and others.
Also I think people will go hunting for higher yield with yield stocks like AIR HLG, HGH, ZEL and maybe even TRA. I am well positioned
like your first line , maybe only zel out of your 2nd line .
gentailers are the way , all hitting new highs and i expect much higher new highs going forward
Last edited by bull....; 27-03-2019 at 03:19 PM.
one step ahead of the herd
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27-03-2019, 03:46 PM
#2463
Last edited by Beagle; 27-03-2019 at 03:50 PM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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27-03-2019, 03:49 PM
#2464
Originally Posted by bull....
like your first line , maybe only zel out of your 2nd line .
gentailers are the way , all hitting new highs and i expect much higher new highs going forward
yes, for some it had taken a while, notably MCY, think GNE is the diamond in the roughy thou.
Last edited by Raz; 27-03-2019 at 03:51 PM.
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27-03-2019, 04:23 PM
#2465
nz bonds are plummeting down to 1.75% 10yrs now gne >7% looks amazing
one step ahead of the herd
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27-03-2019, 04:25 PM
#2466
Originally Posted by Beagle
Yes in the medium term I expect this to rerate to $3.40 which would still give a 6.5% gross return.
im thinking short term now , banks are coming out saying rate cuts as early as may now
one step ahead of the herd
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27-03-2019, 05:01 PM
#2467
Originally Posted by bull....
im thinking short term now , banks are coming out saying rate cuts as early as may now
I think you're right which prompted me to double check I'm still signed up to the dividend reinvestment scheme.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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27-03-2019, 05:27 PM
#2468
In an ironical twist of fate the stocks I picked as star performers in the comp are languishing while the safe bets are looking pretty good and keeping me from falling completely off the bottom of the list. More power to GNE I say.
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27-03-2019, 06:23 PM
#2469
Originally Posted by Beagle
Sure does, this ultra low interest rate environment will prove very supportive for all dependable yield stocks including this and MEL, CEN ARG GMT and others.
Also I think people will go hunting for higher yield with yield stocks like AIR HLG, HGH, ZEL and maybe even TRA. I am well positioned
I get the rational however that has been the story for sometime now, why would this moment in time result in a trigger to a new level rather than say mid last year...that is placing aside NZRB announcement this afternoon...which has been wishy washy for a while now...
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27-03-2019, 06:44 PM
#2470
Originally Posted by Raz
I get the rational however that has been the story for sometime now, why would this moment in time result in a trigger to a new level rather than say mid last year...that is placing aside NZRB announcement this afternoon...which has been wishy washy for a while now...
Lower growth concerns worldwide and have seen long bonds plumbing new lows in many countries including N.Z. in recent weeks making safe yield (yield that's highly resistant to a possible recession) even more attractive and I think this rally that's clearly evident for some time (if one looks the any of the gentailiers charts) has plenty of room to run. I see ultra low interest rates for as far as is possibly foreseeable whereas say Sept 2018 the environment was quite different and 10 year rates in the US for example were threatening to break right out towards 3.5% and possibly beyond.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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