Couple of things, my opinion:
1. I think money markets have over reacted to the trump rhetoric of being fiscally expansive. He is a complete unknown and doesn't have 100% support of the senate that he controls. 2 months until he moves into the whitehouse.he has gave no detail at all about economic policy. My guess if bond yields will taper back in the coming months. I also don't believe the fed will be touching rates at all before inauguration in January.
2. The potential impact of an unfavorable accc ruling. Please correct me if I'm wrong. Vodafone et all would have to pay Telstra to use its infrastructure, right? And the potential loss of business primarily relates to regional australia? What portion of earnings comes from regional areas? Seems pretty hard to quantify the potential impact. Would love to hear some more intelligent discussion on this
3. Share buy back was a terrible idea.
good enough for me, page-65
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$3.95 |
Change
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Mkt cap ! $45.63B | |||
| Open | High | Low | Value | Volume |
| $3.95 | $3.95 | $3.93 | $96.25M | 24.40M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 16267 | $3.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.96 | 837243 | 55 |
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