Time to sell CBA shares? Why ARB & CKF are better dividend shares

Luke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to tell us why it could be time to sell, or at least hold and not buy more, Commonwealth Bank of Australia (ASX: CBA) shares.
Instead of CBA shares, Luke and Ben point us towards:
1. ARB Corporation Ltd (ASX: ARB) - the bullbar and 4x4 accessories business
2. Collins Foods Ltd (ASX: CKF) - the master franchisor of KFC restaurants
Free portfolio review with Luke: forms.zohopubl...
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
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[@marcoschena99]

I guess these gents don't like CBA. Interestingly CBA makes $10,000,000,000 profit a year and pays $4.50 a share or around 3.6%. CKF turns over $1.3b, 7 times less than CBA' s profit. $202m profit EBITDA. 3.2% dividend yield. I know where I would be putting my money.

[@NoRegertsHere]

Look at growth of earnings over time, and growth of dividend over time. That’s what they were saying.

[@mjames4709]

If I had CBA shares I'd just sit on them forever rather than make a broker rich.

[@外人-b3h]

Luke is an absolute handful and I love it! Get him and Ben back.

[@mjames4709]

Anyone over 40 don't give a sh*t either about which bank. Whoever gives the best rate/products convenience is the key; not age. Your flippant remarks regarding old time bank managers is just that: flippant. Knowing the local manager and having a relationship your bank/branch was KEY to having a favourable position when it came time to borrowing funds. I think we all need to give Luke Laretive and Seneca Financial Solutions a wide berth.

[@NoRegertsHere]

Most ppl use mortgage brokers to get a product that works for them as an alternative to a relationship with a bank manager. I found that these guys made some really great points

[@davidmaclean9145]

i think you need to wake up and smell the roses

[@mjames4709]

@@davidmaclean9145 sniff sniff.

[@9slideglide]

It's noteworthy that CBA has been focusing in recent periods on increasing its market share in business lending where margins are more defensible than home lending. I'm not sure where your guests extracted their figures for CBA over 10 years. Figures from CMC Markets for 10 years are: CBA FY2023 EPS 609.1 cents FY2013 EPS 470.5 cents Up 29% over the 10 years Your guests prefer ANZ and Westpac (WBC). Their 10 year EPS figures are: ANZ FY2013 to FY2023 Up 9% WBC FY2013 to FY2023 Down 8% The figures speak for themselves and its well known that CBA is a technology leader among the major banks, and has the best management. Hence it trades at the highest multiple. Agree with the comments regarding the quality of ARB and its bright prospects (don't forget the upside from Truckman in the UK which is now beginning to perform well). Little brother PWH is quickly following in ARB's footsteps - expanding in the US and UK!!

[@therealtrader8369]

CBA would be benefit from higher real estate prices because people will need to borrow larger amounts of money to buy homes, so this would increase CBA's profit.

[@warrenpeacock8631]

That’s funny about ARB , My Partener was a fan of ARB , but after her last visit Totally not impressed 😳😳😢😢

[@user-ln8we1ud9c]

It's funny that I've made so much money 💰 on arb

[@schnickoman]

Moar finance bros for contrarian opinions plz