http://www.dailyreckoning.com.au/commonwealth-bank-cba-2/2008/08/14/ An independent perspective on the Australian and global investment markets Sat, 21 Nov 2009 17:27:32 -0600 http://wordpress.org/?v=2.8 hourly 1 http://www.dailyreckoning.com.au/commonwealth-bank-cba-2/2008/08/14/comment-page-1/#comment-35052 Freak'd Thu, 14 Aug 2008 03:51:58 +0000 http://www.dailyreckoning.com.au/?p=3300#comment-35052 You're slipping Dan. You wrote; "Bad debts as a portion of total loans went from 0.14 last year to 0.26 this year." This could be taken to mean 14% and 26% or 0.14% and 0.26%. So what is it? Your later comment seems to indicate that it might be the sub-one percent figures. Also, your claim, coupled with quoting only two recent figures, can be misinterpreted that youv'e brewed a little bit of a storm in a tea-cup with some statisitical artistry. Perhaps 0.14 to 0.26 is normal periodical variance? Perhaps its a 'breakout' as you seem to imply. Quoting the mean and variance, or values of that figure going back 5-10 periods or more would give readers more confidence in what you are implying. You're slipping Dan. You wrote; "Bad debts as a portion of total loans went from 0.14 last year to 0.26 this year." This could be taken to mean 14% and 26% or 0.14% and 0.26%. So what is it? Your later comment seems to indicate that it might be the sub-one percent figures. Also, your claim, coupled with quoting only two recent figures, can be misinterpreted that youv'e brewed a little bit of a storm in a tea-cup with some statisitical artistry. Perhaps 0.14 to 0.26 is normal periodical variance? Perhaps its a 'breakout' as you seem to imply. Quoting the mean and variance, or values of that figure going back 5-10 periods or more would give readers more confidence in what you are implying.

]]> http://www.dailyreckoning.com.au/commonwealth-bank-cba-2/2008/08/14/comment-page-1/#comment-35049 Graeme Thu, 14 Aug 2008 02:34:33 +0000 http://www.dailyreckoning.com.au/?p=3300#comment-35049 I hope you meant bad debts went from 0.14% to 0.26%. Otherwise I'm in trouble! I hope you meant bad debts went from 0.14% to 0.26%. Otherwise I'm in trouble!

]]> http://www.dailyreckoning.com.au/commonwealth-bank-cba-2/2008/08/14/comment-page-1/#comment-35039 Ross Thu, 14 Aug 2008 00:51:21 +0000 http://www.dailyreckoning.com.au/?p=3300#comment-35039 And they grew their mortgage book by 14%! The CBA board is living in an alternate universe. And they grew their mortgage book by 14%! The CBA board is living in an alternate universe.

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