Ultimate Guide to SBW, page-191

lol i haven't had a chance to look at the markets today, so i thought oh was volume up, went to check and nil - zero trades hahaha then it dawns on me @zeeb0t is being sarcastic. first smile i've cracked all day

IMHO volumes are low because, why would you sell

awaiting the RERATE - so many of my favourite companies have gone the rerate recently, 3DP, WBT, GSS

why would you sell when you are holding companies who are heading for inclusion in indexes, which means the superannuation 'supergiant' investors need to line up and take their slice - aka RERERate

our business bank offered - 0.3% yes folks you heard that right 0.3% on a term deposit last week

I have always operated under the assumption that super companies rerate profitable companies to 5-10% yield.... well with 0.3% term deposits the future for profit making industrial stocks looks very bright. Expecting once profitable for the super companies to accepts a market cap which recognises a 2 to 3% yield particularly in software, medical device verticals

eg a company turning a $10 million profit will hit a $500m market cap
eg a company turning a $20 million profit will hit a $1000m market cap

eg this looks like a minimum 15.6 bagger to me!

#convictioninvesting