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March -  Sector Selections, Double Dividends and Short Selling

30/3/2023

 
At the March meeting we welcomed 3 new members Don Allen, Val Allen, and Warren Sun.

The updated 11 sector selections from the February meeting were distributed.

The short term and long-term selections were reviewed along with several members adding their selected stocks to our listings.  The Energy sector in February was only 1 the 2 sectors that had minor gains, overall, the XAO fell 3.3% in February.

An example how to obtain double dividends was presented.  This involves buying one stock before the ex-dividend date then selling that stock post ex dividend then from the proceeds buy a second stock before its ex-dividend date.  If both stocks are 100% franked this also increases the returns.

John presented the subject of Short Selling which is one of the most difficult concepts for novice investors to grasp. The goal is to profit from a falling market.

This is done by “borrowing” shares in a company through a stockbroker to sell at the current market price, then buying those shares back later when the shares have fallen.  The difference in price is the profit.

You then return the shares to the original shareholder.  With a minimum investment of $50,000.00 its big business and has a huge effect on the market.  Stock pickers need to be aware of the Open ASX Short Position list, as this displays the companies targeted.  BEAR EFT is a fund that covers this topic.

The next meeting of Investment will be on Monday 3rd April at 2.00pm in our U3A room.

​
John Hanlon and Malcolm Sanders

    About the Investment Group 

    This group of U3A members participate in discussion about the share market and other investment areas.

    Members are encouraged to present items of interest at the monthly meeting via printed copies or on the overhead projector.
    ​
    There is no investment advice given by the Convenor or any participating member.

    Convenors 2023

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    Malcolm Sanders
    ​0408 194 469
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    John Hanlon
    ​03 5762 2892

    Meeting Times

    1st Monday 
    ​2 pm to 4 pm 

    U3A Meeting Room 1
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    "Margaret, thank you for convening investment from 2013 to 2022!"

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We acknowledge the traditional owners of the land on which we meet and pay our respects to their elders - past, present and emerging.
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