Top 10 ASX by market cap - November changes

                 Nov 9th         Nov 30th

1.   CBA     130b              136b

2.   WBC    100b              107b

3.   ANZ     74b                79b

4.   NAB     74b                78b

5.   TLS      64b                66b

6.   BHP     70b                59b

7.   CSL     44b                46b

8.   WES    43b                43b

9.   WOW   30b                30b

10. MQG    27b                28b

• The big four banks have all increased their market cap over the last three weeks.
• ANZ has just edged ahead of NAB
• BHP has lost 11b in market cap in the last three weeks
• WES and WOW both remain unchanged.

Monthly WPL chart

Source: Yahoo Finance

• Traded roughly in a range of $30-$40 for over four years.
• Dividend yield 9.1%
• Market cap 25b
• PE 9.4

Monthly MQG chart

Source: Yahoo Finance

• Increased four fold since 2012
• Dividend yield 4.4%
• Market cap 28b (10th largest on ASX)
• PE 12.5

TLS since 2002

Source: Yahoo Finance

Impressive run in TLS doubling in price from $3 to $6 in only four years.
Reached its peak in February and has since closed lower every month since with the exception of Jul.
Perhaps worth remembering the negative sentiment with TLS for such a long period of time.  Its shares drifted lower for 12 years from $9 to less than $3.
However if bought and held at almost any point since 2002 (apart from this year) there is a capital gain of anywhere between 0-100% and the descent dividend that comes by every six months.

Some readers may be aware of the investment strategy Dogs of the Dow.   I often wondered whether TLS was an exception to this strategy as it drifted lower over many years.  Perhaps it does fit the strategy when looked at over a much longer time frame.

15 year return on BHP, ANZ and WOW

Three different companies in three completely different sectors: Mining, banking and retail.  All currently experiencing their own headwinds and difficulties.  Which has performed best over the long term?

ANZ

Source: Yahoo Finance

WOW

Source: Yahoo Finance

BHP

Source: Yahoo Finance

If measured from the year 2000 then Woolworths (WOW) is a long way ahead of ANZ and BHP.
WOW has increased its share price five fold and don't forget the dividends as well.  ANZ and BHP have increased their share price roughly half as much as Woolworths (WOW)

When measured from 2005 the results are much the same.  Woolworths (WOW) has risen 60% where as ANZ and BHP have only risen 30%.

From 2010 everything has changed.  ANZ is up a bit, WOW is down a bit and BHP is down a lot.

Highs and lows of ANZ since 2000

Source: Yahoo Finance 

From 2000 it took seven years for ANZ to triple in price from $10 to $30 (pre GFC high)

From 2009 (GFC low) it only took six years to triple in price from $12 to $36.

Hardly surprising there has been a pull-back from the highs seen earlier in the year.

S&P/ASX 200 up almost 5% for the week

The week for S&P/ASX 200 - up almost 5%

The week for Wesfarmers (WES) - up almost 7%

The week for ANZ - up over 7%