Topics Profile Help Last 1|3|7 Days Search Forum Tree View

Thread   Start New Thread   Last Poster Posts Pages Last Post The BIG Picture kate 1501  56  07-Aug-07  08:58 am ANE - talking in hindsight tryhay 14  1  10-Jul-07  09:28 am Quotable Quotes holycow 52  1  21-Mar-07  02:09 pm Target Practice holycow 62  10  28-Aug-06  03:23 pm Lesson Galore holycow 658  65  27-Aug-06  10:00 pm Squawk+Moo #5 holycow 2  1  25-Aug-06  05:34 pm Michael West... Da Man! holycow 2  1  15-Aug-06  12:05 pm Fallen Angels - Where are they now? peterloh 13  2  07-Aug-06  10:33 am Fun time.... holycow 3  1  21-Jul-06  12:13 pm 340,282,366,920,938,000,000,000,000,000,000,000,000 holycow 3  1  16-Jul-06  09:54 pm 2005 - the Chicken rule! holycow 6  1  10-Jan-06  06:50 am IA - Intellignece Analysis holycow 24  1  01-Dec-05  03:30 pm HC's Homework Galore holycow 1  1  23-Nov-05  04:28 pm Squawk+Moo #4 peterloh 123  1  22-Nov-05  05:01 pm The Morning Briefing... holycow 45  1  24-Oct-05  07:58 am Corruption Perception Index kate 7  1  12-Sep-05  08:50 am URGENT HELP NEEDED... holycow 17  1  10-Sep-05  09:59 am The Litany Against Fear holycow 5  1  25-Aug-05  07:03 pm Gone fishing... ann 7  1  03-Aug-05  12:06 pm Investor Activism holycow 1  1  31-Jul-05  06:13 pm HOWTO waste your time and others'... ann 9  1  12-Jun-05  12:44 am THE MARKET, The Market, the market... holycow 37  1  12-May-05  10:58 am The Consumer Discretionary Sector holycow 3  1  12-Apr-05  11:26 am Asian Tsunami - some useful information ingot54 10  1  02-Feb-05  11:25 pm Squawk+moo #3 julles 49  1  28-Jan-05  10:41 pm Are you Special? holycow 1  1  05-Jan-05  12:43 pm Your ideal stock peterloh 75  3  16-Dec-04  03:12 pm The Guessing Game holycow 24  1  15-Dec-04  04:34 pm HC - I am thankful holycow 9  1  14-Dec-04  01:45 pm PISA - Programme for International Student Assessment peterloh 3  1  07-Dec-04  07:50 pm Jesse Livermore - Reminiscences of a Stock Operator holycow 19  1  07-Dec-04  06:07 pm Squawk+moo #2 holycow 31  1  13-Nov-04  01:28 pm Your Ideal Stock #2 holycow 20  1  08-Nov-04  11:03 am Squawk+moo #1 holycow 42  1  07-Nov-04  05:27 pm AU I love u... holycow 5  1  14-Oct-04  05:10 pm The meaning of your life... holycow 17  1  05-Oct-04  06:03 pm How's your exuberance today? dogalog 13  1  05-Oct-04  11:46 am A case of Emotional whinge on emotional free trading holycow 1  1  18-Sep-04  02:31 pm

Author Message  holycow Member Username: holycow Post Number: 55 Registered: 08-2004 Rating: N/A Votes: 0 Wednesday, September 15, 2004 - 09:21 am:     Got something to say? Do it here... Politics and consumption ~~~~~~~~~~~~~~~~~~~~~~~~ Just got this thought flashed through my mind - both Labour and the Liberal parties are giving out bribes to the voters, I reckon regardless whichever party winning the election, there will be more pocket money in the general household and hence greater consumption. May be the retail sector is worth a look now in anticipation of a consumption boom which is not unlike of the recent $600 give-away by the government - both WOW and CML and in fact most retailers got a big boost in their earning. Just a thought.  holycow Member Username: holycow Post Number: 56 Registered: 08-2004 Rating: N/A Votes: 0 Wednesday, September 15, 2004 - 09:29 am:     I have a thread on QBE elsewhere... thought I will continue my crystal ball gazing over here. Here is another new threat from Ivan the Terrible. http://news.yahoo.com/news?tmpl=story&u=/ap/20040914/ap_on_re_us/vulnerable_new_ orleans_1 The point is, no one can categorically say now there won't be more hurricane coming its way to the US of A and do a bigdeal of damage. How do you classify this kind of natural disaster/risk? Would you consider you are taking on more risk by say investing in insurance company even assuming they are trending nicely and is making big $$$ at the moment? (note I am not bagging QBE, I am only asking question with regard to the general insurance sector at the moment.)  holycow Member Username: holycow Post Number: 65 Registered: 08-2004 Rating: N/A Votes: 0 Wednesday, September 15, 2004 - 06:03 pm:     SEV - Channel Seven Took down this news this morning - http://www.smh.com.au/articles/2004/09/14/1094927582460.html It has become a great short potential. However one needs to watch the possibility of rebounce when a big buyer take out the 12% on offer. Cheers. PS: I don't own SEV and won't be going short - not when the index is moving up! "... if you've got a chart, I have an opinion!"  holycow Member Username: holycow Post Number: 66 Registered: 08-2004 Rating: N/A Votes: 0 Wednesday, September 15, 2004 - 06:05 pm:     and on Insurance sector... "Insurers get the nod The strength of the insurance sector's earnings has convinced analysts. UBS analyst Frank Costigan says the "insurance cycle can remain stronger for longer" after previously expecting the June results to signal the top of the cycle. He raised UBS's sector position to overweight after an earnings season in which he says all non-life insurers outperformed the broader market, noting "this strong performance could be maintained". He now expects earnings to be 7 to 9 per cent above previous estimates citing the robust premiums, stable claims rates and falling expenses." "... if you've got a chart, I have an opinion!"  holycow Member Username: holycow Post Number: 68 Registered: 08-2004 Rating: N/A Votes: 0 Thursday, September 16, 2004 - 09:20 am:     Seven bashing continues... From the Age The Nine Network won the overall ratings for the week ending 12 september, with a 30.9% audience share. The Ten Network also outperformed Seven, with a 28.6% audience share. The Seven Network's audience share was just 21.4%, the ABC attracted 14.6% of viewers, and SBS, the Special Broadcasting Service, rated 4.5%. Kinda having a feeling the Red Indians are closing in on the Seven wagons. Not good at all. HC "... if you've got a chart, I have an opinion!"  holycow Member Username: holycow Post Number: 69 Registered: 08-2004 Rating: N/A Votes: 0