AFF Member Stock Discussion

[SydneySwan]

So US markets basically flat. I thought wars increased market uncertainty but what do I know?

 

[one9]

So US markets basically flat. I thought wars increased market uncertainty but what do I know?

I also expected a bigger drop, but then predicting the market in the short term is nearly impossible. I guess defense and energy sectors will see a boost, and the magnificant 7 aren't likely to be affected much (and they carry so much weight in the index), and it may also be a way for some companies to increase their margins.

 

[jrfsp]

BlackRock looking very dodgy
Sentiment could increase around other investors…..

 

[prozac]

BlackRock looking very dodgy

Always ...

 

[Captain Halliday]

I wonder what might happen with ishares* ETFs when the ASX opens on Monday.

*Blackrock being the parent company.

 

[Dave G]

BlackRock looking very dodgy
Sentiment could increase around other investors…..

Anything more specific than normal ?

 

[Brissy1]

BlackRock looking very dodgy
Sentiment could increase around other investors…..

Are there issues specific to Blackrock? I notice that investment company SOL shares (which I don't own but is on my watchlist) has been surprisingly unaffected by the war. (adding: even though their underlying assets would have dropped)

 

[jrfsp]

Unsurprising start to the week , where will it end

 

[Captain Halliday]

Unsurprising start to the week , where will it end

At the International Date Line?

 

[Freq Flier 2013]

Any buying opportunities? Or just get some gear shares.

 

[SYD]

Any buying opportunities? Or just get some gear shares.

There’s probably a lot of value for those playing a long game.

I have about $60k across WDS and STO that I’m looking to sell and reinvest!

 

[Dr Ralph]

Any buying opportunities?

Definitely. TWE at record lows.

 

[transpactraveller]

Some crazy market volatility overnight off the back of middle east statements.

Looks like yesterday may have been the dip to buy!

 

[SydneySwan]

Some crazy market volatility overnight off the back of middle east statements.

Looks like yesterday may have been the dip to buy!

Way too early to conclude that. Trump and Iran don't even agree as to whether talks have taken place.

 

[transpactraveller]

Also just read that $1.5 billion in S&P 500 futures was bought around 5 minutes before Trump's announcement. If that's not insider trading, I don't know what it.

 

[prozac]

View attachment 501481


Also just read that $1.5 billion in S&P 500 futures was bought around 5 minutes before Trump's announcement. If that's not insider trading, I don't know what it.

Maybe it was the Ayatollah

 

[Dr Ralph]

I'm on BOQ today.

 

[prozac]

Bought 400 Cochlear (COH) sub $100

 

[Quickstatus]

Bought 400 Cochlear (COH) sub $100

Several issues.
In all only about 10% who could benefit from a Cochlear actually get it - and this % has been stable over the history of cochlear and appears worldwide.

One problem I think is basically the high cost barrier even for those with private health insurance.
Need at least silver/gold PHI
PHI also reducing due to costs of living
And then there are doctor gap fees
Public funded waiting lists usually 12 months or more after seeing the public ENT and then there are eligibility criteria.
Resistance to cochlear implants include anxiety about less of residual hearing, serious risks which are uncommon but need to be understood.
The regret rate (those who regret having a cochlear) is about 10-15%

There is also the Deaf culture and some in the deaf culture see it is a threat to Deaf Culture and sign language

While 10% of cochlear eligible patients get a cochlear, the vast majority of deaf newborns >80% in the developed world get a cochlear. I suspect this is because most early all deaf newborns are actually born to hearing parents. The problem here is that hearing parents do not know Auslan (Australian Sign Language). Deaf Australia advocates for access to Auslan from birth for deaf newborns rather than an a carte blanche automatic cochlear for deaf newborns because of evidence that show that Auslan does not result in social isolation or poor health. The argument is that the cultural barriers relating to deafness is imposed by the community and not deafness per se. They advocate for Auslan as genuine language - just a visual one rather than a spoken one - the implication is that cochlear is not necessarily needed.

 

[burmans]

While I’m happy to accept Auslan as a genuine language, most Australians don’t learn ANY second language, I therefore think the idea there will be a significant increase in the numbers who take up Auslan is a bit of a fantasy. Parents maybe but outside home, the imperative to learn is low.