Twelve members attended our meeting on Monday 2 September. We welcomed back Peter from his extended trip to UK and beyond, then commenced with several videos from the Commsec website, being updates on the reporting season for Wesfarmers, Woolworths, and BHP. All were positive but subdued in their outlook. We had a quick look at a listing of ex-dividend dates from today until 30 September. There were a couple stocks which, if purchased today or tomorrow, would provide a dividend in the next six weeks. A couple of stocks that have performed well - such as BSE, MWY, SEQ and CUE -have had huge gains and should be viewed as highly speculative.
Handouts related to Pilbara Minerals; the Tiwi-Santos gas project including a map of the Barossa gas pipeline route to Darwin, and an updated sheet to 29 August on four stocks (CBA, WES, BHP, and RIO) respective sectors, ASX 20 to ASX 300 and the performance of the eleven sector codes; all were positive in the two months since 30 June 2024.
On the Long-Term sheet, John still leads with DRO followed by Margaret J with TLX and 3rd Margaret W with PME.
On our “Real Time Trading Dividend” listing, Colin leads with Brambles (BXB) with $12,474, closely followed Neville, Brent, and Wende. Dividends have been added for six of our members since the 5 August meeting. Les missed having his dividend added today as it will be due on 4th September - it will be added to the sheet by our next meeting. Jan had her dividend added today one day early by exception. In reality, there is no pay date included on this 2024 sheet for simplicity. Dividend is added after the ex-dividend date. Neville chose to hold RIO after a successful trade of WHC last month to gain the RIO dividend. You have one more trade available before you will reach the maximum of four for 2024. John chose to sell YAL and buy WDS, likewise Malcolm chose to sell EBO and purchase BWF. If you wish to trade before our October meeting, please email or phone me.
On our Short-Term monthly selections Graeme leads with SCL with a profit value of $21,871, followed by Peter, TPC with $3,096 profit, followed by Wende with JBH. There were four new monthly selection changes being Susan (CBA), Neville (HMC), John (DRO), Malcolm (LYL) to report on at the October meeting.
Our next meeting will be Monday 7th October 2024 at 2pm.
Malcolm Sanders
Handouts related to Pilbara Minerals; the Tiwi-Santos gas project including a map of the Barossa gas pipeline route to Darwin, and an updated sheet to 29 August on four stocks (CBA, WES, BHP, and RIO) respective sectors, ASX 20 to ASX 300 and the performance of the eleven sector codes; all were positive in the two months since 30 June 2024.
On the Long-Term sheet, John still leads with DRO followed by Margaret J with TLX and 3rd Margaret W with PME.
On our “Real Time Trading Dividend” listing, Colin leads with Brambles (BXB) with $12,474, closely followed Neville, Brent, and Wende. Dividends have been added for six of our members since the 5 August meeting. Les missed having his dividend added today as it will be due on 4th September - it will be added to the sheet by our next meeting. Jan had her dividend added today one day early by exception. In reality, there is no pay date included on this 2024 sheet for simplicity. Dividend is added after the ex-dividend date. Neville chose to hold RIO after a successful trade of WHC last month to gain the RIO dividend. You have one more trade available before you will reach the maximum of four for 2024. John chose to sell YAL and buy WDS, likewise Malcolm chose to sell EBO and purchase BWF. If you wish to trade before our October meeting, please email or phone me.
On our Short-Term monthly selections Graeme leads with SCL with a profit value of $21,871, followed by Peter, TPC with $3,096 profit, followed by Wende with JBH. There were four new monthly selection changes being Susan (CBA), Neville (HMC), John (DRO), Malcolm (LYL) to report on at the October meeting.
Our next meeting will be Monday 7th October 2024 at 2pm.
Malcolm Sanders
