It’s so refreshing to see someone transparent and focused on educating people about the stock market. No FOMO marketing, no toxic masculinity, just simplified long term investing techniques. Thank you Tracie 💕💝
I'm like an excited puppy when ever I see you've released a new video! Surprised SOL is listed as an energy stock since I think of it as an investment house. Had a look at Ampol out of interest - but to my eyes the dividend history was all over the shop (and not consistent as you'd noted). I think for me, I just don't see oil & gas as the future, and so I suspect there might be a long and steady decline over time in many of them. And one of my two subjective criteria when choosing a stock is "Where do I think a company will be in 20 years time?". (The other is if I believe a company is ethical). But all the same, I'm glad you post these fabulous videos.
Thanks, Tracey. I need this video series. Our portfolios have been created using the shotgun approach combined with a random walk. I'm sure it's a bit heavy in some areas and very light in others. It's good of you to do the research and make it available. What you cover in seven minutes would take me an hour, plus I like to hear your opinion on the stocks in your list. We have SOL, but none of the others. I'll look into them further.
Do a comparison of the financial or banks sector and consumer staples sector, both of which would be interesting since the high inflation and looming recession.
Do you have a vid for beginners? I'm also in Australia and stumbled across your YT. I am ready to start but not sure how to physically buy. There is so many websites and apps, its a bit overwhelming. I have been asking everywhere locally but no one in this little country town i live in invests or even knows what I'm talking about. My accountant had no information or recommendations of anyone either as i thought I'd ask. Thank you and any information is greatly appreciated. ☺️
How does SOL end up classified as an energy stock, when it’s actually a diversified investment house? I know it has holdings in New Hope, but lots of other sectors make up the majority…. Not really a fair comparison to the straight energy companies? Probably a better comparison with LICs or financials
Hey Tracey! Love seeing your videos surface in my algo curated feed. I tend to look for fully franked interim and final dividends and I do own some of what resides in your original list. I think the yield of cost is important, but I take little bites to increase me portfolio positions. I wish options trading was more popular on my brokers platform as some Aussie shares are cheap enough to easily reach the minimum quantity of 100 (based on covered calls in the US). What do you think about including company credit ratings now that we are in the cycle where interest rates are climbing? Cheers!
Tracy: Please explain the different sectors. E.g. If you're talking about energy stocks, explain what energy stocks are. Else you're losing interest in the layperson.
Brilliant idea Trace look forward to the next sector Isn’t SOL more of a LIC ? I know they own a big chuck of a coal producer but they also own a bunch of other investments and a couple of years ago merged with another LIC - Milton
Yes, it isn't a true energy stock but holds a lot of them which is why it's in the sector. Probably why I liked it better than the actual energy companies, ha!
@@TraceyEdwards define "owns a lot of them" (energy companies/income/whatever). Energy makes up a relatively small proportion of SOL's investment portfolio.
Another interesting stock AJL which is listed as a Industrial But what some people are not Aware of is it has Gas exploration Leases on 2% of Englands Land mass & has just been Given the all clear to resume fracking operations by the U.K Government which may prove very interesting should it discover Gas! This company has also been as high as $4.47 in the past & i Got in at 3 Cents last year.....Could it be a 100 Bagger.....Lets Hope so lol
@@TraceyEdwards You can check their results on the 30 August. Its a easy mistake as the BHP merger cause a lot of misunderstanding in a lot of reporting. I would suggest you have a closer look at Woodside, Its percentage of gas is increasing to 74% and the EU has accepted gas to control climate change so coal will die off and have to be replaced by gas going forward. Since Woodside and BHP merged Woodside is a world player now. My best guess is the 22Y dividend will be close to $4 aust fully franked so $5.60 pre tax and that is on a $32.50 share price today. The H1 of 22 the result had 6 months of Woodside and 1 month of BHP business so if gas prices hold the last 6 months will be a good one. My prediction is 21.5 billion turnover for the 22 year.
@@TraceyEdwards Hi Tracey, the companies in the Energy index have little in common with each other. The list includes coal miners, oil and gas, uranium miners, fuel retailers (and convenience store operator), engineering constructor, and investment house. Also, SOL is a major shareholder in NHC.
am new here in Australia .. so I do not know much about which stock screener is best for Australia... what website did you use in the first 1 min to get information about asx sectors? btw thanks for such an informative video .. loved your videos.. keep growing
If the answer isn't NHC and WHC it's wrong. No one uses SOL for energy exposure. That's what you have in your super. If you are investing in a thematic you want the best in class. The value NHC and WHC have given tk shareholders over the past 2 years is astronomical. Particularly earlier investors, barbelling their portfolio againsr weaker sectors
SOL is a good company which is well diversified in several sectors 👍
Thanks Tracey, could listen to you all day. Nice bite sized chunks of super useful info. Love to hear about Materials.
Great video Tracey! Subscribed!
It’s so refreshing to see someone transparent and focused on educating people about the stock market. No FOMO marketing, no toxic masculinity, just simplified long term investing techniques. Thank you Tracie 💕💝
I'm like an excited puppy when ever I see you've released a new video! Surprised SOL is listed as an energy stock since I think of it as an investment house. Had a look at Ampol out of interest - but to my eyes the dividend history was all over the shop (and not consistent as you'd noted). I think for me, I just don't see oil & gas as the future, and so I suspect there might be a long and steady decline over time in many of them. And one of my two subjective criteria when choosing a stock is "Where do I think a company will be in 20 years time?". (The other is if I believe a company is ethical). But all the same, I'm glad you post these fabulous videos.
Thanks so much and yeah, the energy sector isn’t my favourite 😂
Thanks, Tracey. I need this video series. Our portfolios have been created using the shotgun approach combined with a random walk. I'm sure it's a bit heavy in some areas and very light in others. It's good of you to do the research and make it available. What you cover in seven minutes would take me an hour, plus I like to hear your opinion on the stocks in your list. We have SOL, but none of the others. I'll look into them further.
Great info as always. The next sector? I would like to know more about the retailers JBH WES WOW etc. Awesome work! keep it coming.
hi Tracey. love your videos. I would like to know about the retail sector. hvn, jbh, etc. thanks.
Have recently found your vlogs and binge watched them all. So helpful and easy to understand info, thank you ;)
Nice video. Handy note SOL is also a major shareholder of NHC
Do a comparison of the financial or banks sector and consumer staples sector, both of which would be interesting since the high inflation and looming recession.
Do you have a vid for beginners? I'm also in Australia and stumbled across your YT. I am ready to start but not sure how to physically buy. There is so many websites and apps, its a bit overwhelming. I have been asking everywhere locally but no one in this little country town i live in invests or even knows what I'm talking about. My accountant had no information or recommendations of anyone either as i thought I'd ask. Thank you and any information is greatly appreciated. ☺️
Great video. The Only thing I don’t like about Sol is there is no dividend reinvestment option.
Can you do one about utilities and utilities renewable please? Thank you and congratulations for your channel
Yay if you are doing one on each sector love love it love it ❤️ 😍 💖 ❣️ 💕 💘
@♜Tracey Edwards┼[¹]⁷⁰⁶⁸⁴²⁹⁵⁷⁷ @Tracey I am unsure what you mean?
It was a fake spam account that answered you before. I've removed it now. :)
How does SOL end up classified as an energy stock, when it’s actually a diversified investment house? I know it has holdings in New Hope, but lots of other sectors make up the majority…. Not really a fair comparison to the straight energy companies? Probably a better comparison with LICs or financials
Hey Tracey! Love seeing your videos surface in my algo curated feed. I tend to look for fully franked interim and final dividends and I do own some of what resides in your original list. I think the yield of cost is important, but I take little bites to increase me portfolio positions. I wish options trading was more popular on my brokers platform as some Aussie shares are cheap enough to easily reach the minimum quantity of 100 (based on covered calls in the US). What do you think about including company credit ratings now that we are in the cycle where interest rates are climbing? Cheers!
I would like to see a comparison of telecommunication companies. I believe consumer usage will increase during the recession.
I would like to see next Materials sector or financial 😁
Thanks you the video.
Tracy: Please explain the different sectors. E.g. If you're talking about energy stocks, explain what energy stocks are. Else you're losing interest in the layperson.
SOL is more a diversified holding company than an energy company, but good Info thanks Tracey
Could you a talk on lithium stocks. Keen to buy soon
Also nice bonus, SOL has 100% Franking Credits!
Brilliant idea Trace look forward to the next sector
Isn’t SOL more of a LIC ? I know they own a big chuck of a coal producer but they also own a bunch of other investments and a couple of years ago merged with another LIC - Milton
Yes, it isn't a true energy stock but holds a lot of them which is why it's in the sector. Probably why I liked it better than the actual energy companies, ha!
@@TraceyEdwards define "owns a lot of them" (energy companies/income/whatever).
Energy makes up a relatively small proportion of SOL's investment portfolio.
Great vid!
Another interesting stock AJL which is listed as a Industrial But what some people are not Aware of is it has Gas exploration Leases on 2% of Englands Land mass & has just been Given the all clear to resume fracking operations by the U.K Government which may prove very interesting should it discover Gas!
This company has also been as high as $4.47 in the past & i Got in at 3 Cents last year.....Could it be a 100 Bagger.....Lets Hope so lol
I think you better recheck your Woodside debit to equity as you say 49.7% but most people including Woodside say its more like 16%
I got the figure from commsec. I can recheck though.
@@TraceyEdwards You can check their results on the 30 August. Its a easy mistake as the BHP merger cause a lot of misunderstanding in a lot of reporting. I would suggest you have a closer look at Woodside, Its percentage of gas is increasing to 74% and the EU has accepted gas to control climate change so coal will die off and have to be replaced by gas going forward. Since Woodside and BHP merged Woodside is a world player now. My best guess is the 22Y dividend will be close to $4 aust fully franked so $5.60 pre tax and that is on a $32.50 share price today. The H1 of 22 the result had 6 months of Woodside and 1 month of BHP business so if gas prices hold the last 6 months will be a good one. My prediction is 21.5 billion turnover for the 22 year.
Hi, SOL is not an energy company. It's a diversified conglomerate with some investments in the energy sector.
True, but it's listed in the Energy sector too so I included it in the video :)
@@TraceyEdwards Hi Tracey, the companies in the Energy index have little in common with each other. The list includes coal miners, oil and gas, uranium miners, fuel retailers (and convenience store operator), engineering constructor, and investment house.
Also, SOL is a major shareholder in NHC.
Tech sector next please.
I am a silver bug please do the precious metals
Property Sector please 🙏
am new here in Australia .. so I do not know much about which stock screener is best for Australia... what website did you use in the first 1 min to get information about asx sectors? btw thanks for such an informative video .. loved your videos.. keep growing
Thanks Tracey good info can you please share your portfolio so we can get help and copy you to make some money by investing
Copying my portfolio from now onwards probably wouldn’t help though as I’ve held some of these companies for a long time when they were much cheaper.
Thanks for replying still plz I am curious to see so we can have an idea to build our portfolio if you able share that would be appreciated
If the answer isn't NHC and WHC it's wrong. No one uses SOL for energy exposure. That's what you have in your super. If you are investing in a thematic you want the best in class. The value NHC and WHC have given tk shareholders over the past 2 years is astronomical. Particularly earlier investors, barbelling their portfolio againsr weaker sectors
A lot of lemonade to made with these companies, just bring the the water and sugar.