Gemma Dale
speaker
925 appearances
2 recordings
2 series
first heard Jun 2026
last heard 18 Jun
Gemma Dale’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
Go back 12 months, you can change that number quite dramatically, take off one or 200% from that.
This sort of most recent run has been incredible.
So the performance has been super strong recently.
Partly, and I probably should do it sometime, is do side-by-sides of this is when I did this a year ago and this is when I do it now and watch it flip-flop from one sector to another.
I'm not great at my charts, but I'll try.
The rotations are incredible.
Worth noting, though.
Sorry for my rubbish charts.
You can pull all these charts yourself, by the way.
It's all in the public domain, this stuff.
21 times not cheap.
Again, not cheap.
Dividend yield of 4%, though, that's not bad.
The yield out of the resources sector and out of materials blows my mind because they were just doing massive special dividends a few years ago.
The yield on materials was just as high as the banks, if not higher.
That's not supposed to happen if you've been around for a long time.
These are capital intensive businesses.
They are not supposed to pay you huge amounts of cash.
You have leverage to the commodity price, not to their profits in terms of dividends.
And yet, here we are.
Showing 521–540 of 925 · page 27 of 47
← Previous
Next →