Queensland based banking / insurer SUN has now corrected over 20% from its August high while over the same period QBE Insurance (QBE) which we hold has fallen less than 9% as it simply consolidates gains. At this stage we still like QBE but when the banks come back into favour SUN is likely to offer better sector exposure – importantly we feel banks are rapidly approaching solid valuation levels.
scroll
Question asked
Question asked
Question asked
Question asked
Weekly Video Update: James & Harry cover portfolio performance for July, and Income stocks to buy here & now.
Close
Markets @ Midday – Monday 15th August – Bendigo (BEN), Beach Energy (BPT) & JB Hi Fi (JBH)
Close
Ausbiz: James covers the CBA FY22 result this morning on Ausbiz
Close
What Matters Today in Markets – Monday 15th August
Close
MM will be tempted to switch from QBE to SUN if the later continues to underperform
Add To Hit List
Related Q&A
QBE
Semi Conductors
How do you get the yield on the SUNPI?
Thoughts on QBE
Relevant suggested news and content from the site
Video
WATCH
Weekly Video Update: James & Harry cover portfolio performance for July, and Income stocks to buy here & now.
Recorded August 10th August 2022
Podcast
LISTEN
Markets @ Midday – Monday 15th August – Bendigo (BEN), Beach Energy (BPT) & JB Hi Fi (JBH)
Daily Podcast Direct from the Desk
Video
WATCH
Ausbiz: James covers the CBA FY22 result this morning on Ausbiz
Recorded Wednesday 10th August @ 9.30am
Podcast
LISTEN
What Matters Today in Markets – Monday 15th August
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.