07/03/2025 09:21

Commonwealth Bank (CBA) $153.59

CBA may be a world-class bank, but it dragged the ASX lower yesterday; the million-dollar question is where to buy Australia's largest listed company, whose valuation stretched to unprecedented levels in February.

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21/02/2025 09:39

Commonwealth Bank (CBA) $155.73

The Australian banking sector has been under rare pressure this week, although stalwart CBA has noticeably outperformed—note that it traded ex-dividend $2.50 ff on Wednesday.

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20/02/2025 09:29

Commonwealth Bank (CBA) $158.94

As Tina Turner once sang at a ARL Grand Final, “It's simply the best,” and CBA’s latest Half-Year result last week illustrated this perfectly. There were no hidden surprises, just solid numbers that drove the stock to new all-time highs.

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12/02/2025 17:22

Commonwealth Bank (CBA) $165.98

CBA +2.36% delivered another very clean and solid result under CEO Matt Comyn, showing why it remains top of the pile of Australian and even global banks.

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18/12/2024 09:56

Active Income Portfolio – Amendments

We are tweaking our bank exposure in the Income Portfolio

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18/12/2024 09:36

Commonwealth Bank (CBA) $161.13 vs ANZ Group (ANZ) $29.42

One of the most consistent messages from analysts during 2024 is that banks are expensive, and cannot justify such high valuations, yet they’ve continued to appreciate. Being long the banks in 2024 has worked a treat, and no doubt, many income investors have cheered the returns.

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26/11/2024 09:49

Commonwealth Bank (CBA) $160.27

CBA is, in many ways, the opposite of exciting, but when a position is up over +200%, the label does fit! The financial press and brokers have regularly told investors through 2024 that the banks are too expensive and a sell.

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14/11/2024 09:28

Commonwealth Bank of Australia (CBA) $149.62

CBA has confounded the bears through 2024, but after yesterday’s trading update, solid as it was, it's hard to comprehend the stock surging ahead through $150.

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13/11/2024 16:52

Commonwealth Bank (CBA) $149.62

CBA –0.42%: Released its 1Q25 trading update and was ahead of consensus on key metrics but closed slightly lower on a down day for the banks amid full valuations across the sector.

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17/10/2024 09:40

BHP Group (BHP) v Commonwealth Bank (CBA)

The gap between BHP and CBA contracted when China fired its first stimulus salvos, but it looks likely to stretch further in the coming weeks—remember, trends have a tendency to stretch further than most people imagine possible. We believe BHP(resources) will outperform CBA (banks) through 2025, and portfolios should be constructed accordingly. While banks look well positioned for one more squeeze higher, this is a move we would fade.

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