I don't think the recent reporting season inspires any confidence for an overall upturn and I can find no better than CBA and WBC to even consider buying. I sold out of TLS because I feel it no longer qualifies as a dividend play, and growth prospects with 5G spectrum and the Internet of Things etc is incomprehensible to my befuddled mind.
Only my opinion of course, but I think this is going to be one of those "Sell in May and go away" years.
Cantankerous James
