Have you noticed how deep the pullback was today in BKW? That surprised me. I thought that the Labor negative gearing policy was good for new housing and therefore good for BKW. I also have no REITS having recently sold WFD. I prefer the URB style as I think that is an active business. That's why I liked GOW and I see EVT as similar as they are active businesses. Mantra hotels got stolen from our basket so a bit frustrated.
We used to hold TPM ( TPG) directly and we sold out in the early $6.00 because of my experiences surrounding the changing landscape for broadband. Vodafone and Telstra both have a great product I think is designed to go head to head with TPG. The product drops out from adsl and I think NBN to mobile at their cost if there is a network issue.
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$33.21 |
Change
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| Open | High | Low | Value | Volume |
| $33.33 | $33.49 | $33.16 | $1.337M | 40.10K |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9 | $33.21 |
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| Price($) | Vol. | No. |
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| $33.24 | 309 | 4 |
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