Hi Paul - no, I think it’s one to totally avoid.

On CIMIC tanks on earnings miss, but is the move overdone? - July 23, 2019 12:39pm

Hi Harry - I agree with the sentiment, although simply feel the easy money has now gone from the stock ahead of earnings. It's a decent turnaround they're grappling with.

On Telstra – Trap or Treasure (Revisited) - July 23, 2019 7:01am

Thanks Patrick - certainly has less teeth than it could have. From a banks perspective, Westpac should benefit most given the green light for continued vertical integration + they have a big branch network which should help them with selling mortgages. Mortgage brokers a big loser - the gravy train has stopped!

On Five minute quick-take on the Royal Commission findings - February 4, 2019 8:42pm

Love the analogy of the pig and the chicken...

On The top five characteristics of 'Super investors' - September 17, 2018 10:45am

$10 = blue swimmer $20 = lobster $50 = pineapple $100 = avocado (it used to be a grey nurse before the new notes)

On Telstra – Trap or Treasure? - June 21, 2018 12:41am

Thanks Leon - appreciate the feedback

On What Mattered Today; Buy banks into seasonal strength - February 27, 2018 5:24am

Hi Graeme - Better to look at points in our view - in rough terms wave 1 = 400pts, wave 3 which should be biggest = 700pts and wave 5 should be similar to wave 1 (give or take) - assume 400pts from about 1100 = 1500. We don't get too hung up on exacts - more areas / zones.

On Why is a correction looming? - December 14, 2016 12:39am