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Wayward1

4,710 Posts.

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18/09/17

15:08

Post #: 27292284
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Originally posted by Orwell ↑

WW was thinking about that rotation myself.

BHP ran up into its dividend, whilst CBA crashed. Seems an obvious trade for funds now with the BHP div today to rotate and give my CBA calls and perhaps my TLS calls a bit of a tailwind.

Re your Dulux DLX. I reviewed this quite a while back as a possible play on a property downturn, but didn't take a position. It's had a strong price uptrend over the 5 or 6 years that I have chart records, however I actually think this is a stock more suited to an FA assessment. It's positive trend coincided with the boom in the property market hence demand for paints. I can't remember why, but I had some question marks about how closely it would track a residential property downturn as it has some defensive qualities as well for any stockmarket correction. It's a stable stock that will go on long trends, so suggest resolving the FA/macro outlook is most important here.

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I don't use FA at all I'm sorry Orwell. It doesn't interest me.
Cheers

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