“I’d be tempted to get the dividend and the franking credits. I’d be adding them back to the share price and I’d be watching the three-point trend lines”
Quality At Value - Value Investing In Shares · Bad News Is Often Good News: QAV AU #950
Play from 16:30
16:30
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
adds special dividend and franking credit back to share price to set a new sell line after a divestiture
“When you have a stock that is selling a major part of its business… you want to look at what the proceeds are… then keep an eye on the rewritten sell lines as the share price adjusts”
♫
Said on Quality At Value - Value Investing In Shares
“Half-price wings on Tuesday's deal is driving customers into stores, but chicken prices are at an all-time high. The more wings they sell at half price, the more money they lose.”
“We took the ownership of that and we priced it on video seconds. We don't charge the credits for anything. We price it on video seconds generation because that is the most expensive part.”