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aussiebear

World Stock Markets Trading Discussion - Addled action

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Inhibited action from the early openers: Kiwis +0.2%, Aussies -0.2%, Japan -0.6%, Sth Korea -0.5%.

In Aussie sectors, Consumer Discretionary +1.7% is having another day in the sun with Energy and Financials down the most, both -1%.

 

All Ords

xao_1d.png

http://www.abc.net.au/news/business/

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All Ords 5-day chart

big.chart?nosettings=1&symb=AU:XAO&uf=0&

http://bigcharts.mar...com/default.asp

 

Not too much change for All Ords since the am post ..  The index closed -0.2% with sectors ranging from Consumer Discretionary +2% down to Energy -1.3%.

Over in Asia, China -1.4%, Hong Kong -1.6%, Japan -0.6%, India currently +0.2%.

Heavy falls for UK/Europe on open: FTSE -1.1%, DAX and CAC -1.6%.

 

big.chart?nosettings=1&symb=UK%3AUKX&uf=

  

  

big.chart?nosettings=1&symb=DX%3ADAX&uf=

 

 

big.chart?nosettings=1&symb=FR%3APX1&uf=

  http://bigcharts.mar...com/default.asp

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GOODBYE TESLA GOODBYE

Such an obvious short.

In the end its the numbers that count.

All the fan boys running for the exits.

Reality finally bites.

A good short like TESLA is like a piece of fruit.

You have to let it ripen before it begins to rot.

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THE ECONOMIST IS SO FUNNY

Whenever I want a good laugh I read the Economist!!!!!

I just read an entertaining article how Daimler is a better investment than Nestle.

I beg to differ!!!!!

Daimler has basically no free cash flow and is increasing its debt to pay its over generous dividend and to cover CAPEX.

(Coyote Cliff ETF candidate anyone?????}

It will have to eliminate its dividend.

What will happen to the stock then.

Two words.....Kraft.....Heinz.

Nestle generates $11 Billion in free cash flow a year very consistently.

It has quite a wide moat that protects is free cash flow.

Stock about 30% overvalued but still valuable.

Why is all this so????

Because Daimler has to spend  $10 billion a year on CAPEX while Nestle only spends $4 billion a year.

Its just a much more structurally superior business.

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28 minutes ago, Jimbo said:

 

Unilever generates 5 Billion in free cash flow a year very consistently.

It has quite a wide moat that protects is free cash flow.

Stock about 30% overvalued but still valuable.

Why is all this so????

Because Daimler has to spend  $10 billion a year on CAPEX while Unilver only spends $1.5 billion a year.

Its just a much more structurally superior business.

The car biz and manufacturing in general are bottomless wells of costs. The very thing that makes the economy work for people. As anyone who is anyone knows now, or investor class,  the purpose of the economy is not to serve people but rather people are meant to serve the economy. Now I am going to go right off the rails into moral philosophy but any system that demands or  expects people to serve it is evil. 

Structurally superior business, for making profit. Sure. 

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58 minutes ago, Jimbo said:

GOODBYE TESLA GOODBYE

 

What happened with the stock/convertible bond offering announced at the beginning of the month?  I assume it hasn't gone off.  I do a Google search and see nothing after 5/3. WTF. With $2+bn they can carry on. Without it they may be dead. 

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3 day is only 2808,  done. 

Who will win? 

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2:30 turn time was virtually LOD. 

Let's see what they can do with it. 

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