Long-dated real yields are quietly collapsing, page-7

Fair enough JCoure.
The lift in price in the last week or so is tempting.
I bought in the mid ten and am looking at a good $2 gain.

TCL has great contracts in Vic, great business in NSW and QLD.
The downsides in NSW may be temporary as traffic vols are building.
I hear you, but still think it's a hard investment to beat.

The problem is what to replace it with.

Have another SGP - unfranked divi.
Bought 3.45 and nearly 40c up.
The shorter come out around the 90, but have to wait and see.
Will realise some as needing a new car.

Am preferring unfranked at moment, because of the ALP stated aim to rob us.
The franking is a factor in the share price anyway.