Jun Beil Liu assesses CSL, A2Milk and IDP Education + Are these dog stocks ready to have their day?

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[@alanmanlyprivate2609]

Great video.

[@prancer4743]

She is very talented not just the brain 🤔👍😃

[@DigitalOutreach.Expert]

Your RUclips channel is amazing! The content you create is instructive and informative, The production quality, creativity, and passion you put into your videos are evident in every frame. you are keeping me hooked with every video. Keep up the fantastic work, you're doing a fantastic job! 😊👍

[@neilstleon6251]

Enjoyable interview thanks.
CSL is solid but I don't have faith in these speculative stocks.

[@estring123]

CSL is very solid but also very overpriced

[@neilstleon6251]

@@estring123 very true. Do you have a fair value in mind? Always interested to hear ideas from intelligent people.

[@estring123]

​@@neilstleon6251 most bond yield sensitive stocks are overpriced, even the typical REITs, as these stocks (including CSL) are completely ignoring bond yields in their discount rate/WACC. I recall in november goldman sachs saying CSL is worth 223 if WACC = 9.5% and their forecasts are assumed, which is very fair given CSL themselves used 9.4% in their last annual report to value their own assets. any WACC below 9% in this bond yield environment is INSANITY.
so I would say fair price for CSL is likely around october 2023 lows. if it gets there again i will definitely be buying a lot. however CSL isn't alone in ignoring bond yields, most long duration stocks are valued on 2021 WACC when bond yields were far lower. market is out of its mind.
one can justify ANY share price with a low enough WACC, as WACC falls towards TGR, fair price approaches infinity.

[@estring123]

@@neilstleon6251 most bond yield sensitive stocks are overpriced, even the typical REITs, as these stocks (including CSL) are completely ignoring bond yields in their discount rate/WACC. I recall in november goldman sachs saying CSL is worth 223 if WACC = 9.5% and their forecasts are assumed, which is very fair given CSL themselves used 9.4% in their last annual report to value their own assets. any WACC below 9% in this bond yield environment is INSANITY.
so I would say fair price for CSL is likely around october 2023 lows. if it gets there again i will definitely be buying a lot. however CSL isn't alone in ignoring bond yields, most long duration stocks are valued on 2021 WACC when bond yields were far lower. market is out of its mind.
one can justify ANY share price with a low enough WACC, as WACC falls towards TGR, fair price approaches infinity.

[@estring123]

@@neilstleon6251 2023 october lows fair price

[@VideoAssociates]

Nothing is stopping home and land inflation though, not even interest rate rises

[@jimbob1427]

What a babe ❤

[@prancer4743]

Markets always go down with interest rates going down 🤔😉👍😃

[@jamesstanley11]

You old dog Peter