Gemma Dale
speaker
283 appearances
1 recordings
1 series
first heard Aug 2024
last heard Aug 2024
Gemma Dale’s voice in public audio — every appearance, attributed to the second.
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Appearances
And now CBA, it's up what more than thirty percent year on year.
It's actually thirty-six percent where I'm looking right now.
It's on a yield of three and a half percent.
It has like a third the yield of Fortescue.
It's kind of amazing.
And it is supposed to be a big, boring business that just spits out cash because we have a big four and that's how it works in Australia.
It's the most expensive bank in Australia.
It's on a peeve of 23 times.
Like
That's not supposed to happen, but we've been saying that's not supposed to happen.
And every time you bet against the banks, you lose your shirts.
Terrible idea.
Uh and so they've all performed incredibly strongly.
Westback is up forty-four percent over 12 months.
44% for a company that has absolutely definitely not grown its earnings by 44%.
It's incredible.
Well this is the difficulty of it, right?
Uh yes, interest rates are absolutely higher now than where we anticipated them to be.
As I said, economically things are
You know, defining defining gravity.
Showing 81–100 of 283 · page 5 of 15
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