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
It was on a peeve like 60 times.
It was the growth story.
Cochlear was not dissimilar, but it just wasn't as expensive.
Cochlear then ran to more than $300.
CSL got absolutely destroyed last reporting season.
So August 2025, it fell from sort of plus $300 down into the sort of...
Talk about the numbers.
Well, it's savage particularly when you put it in the context of a massive drawdown in reporting season as well.
So CSL got smashed in August last year and then continued to get smashed.
Neg 41.
And then if you look at the five-year –
minus 46%.
These companies, so then we had Cochlear with multiple downgrades as well.
So when you get the two of them, and so when Cochlear was getting downgraded, CSL just took another leg down and got absolutely smashed again.
It's just been really, really painful.
What is incredible about it though is even after that, multiple downgrades, absolutely smashed.
still only on a yield of 3%, which when you compare it to the banks and the materials and the energy sector is really low.
And they're still on a trailing PE of 28 times.
So these are not cheap companies yet.
They're just cheap compared to their previous prices.
Showing 581–600 of 925 · page 30 of 47
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