REH 1.39% $26.98 reece limited

Thanks for your views/analysis Adam - always an interesting...

  1. 530 Posts.
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    Thanks for your views/analysis Adam - always an interesting read. Do you think the move in the US 10 year bond rate is also a reason for the fall in BRG and ARB SPs and could be factored into the REH price going forwards?

    It has me in a conundrum as everything is expensive and the 'value' stuff on the ASX is mainly comprised of banks and miners. I know you have had success in the upcoming small cap sector, but with my modest investing talents I have had better outcomes sticking with established companies. The long and the short of it is that in the last few days I have been taking advantage of the high AUD and rolling the cash that I can into VGS (unhedged global etf). Still not a great choice at current prices, but the best I can come up with.
 
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