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questions & answers

Picking winners

What to look for or how to measure if the stock is priced, say twice its worth e.g. PDN vs uranium price mentioned in MM recent post? As for other stocks, priced to “perfection” – what are we looking at? PE, Price to Book, ?? Kindly elaborate, if able. Many thanks once again for the […]
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Income Report: Asset allocation framework when targeting income
WEEKEND REPORT

Ask James: “Omicron” smashes equities

Stocks opened slightly higher on Friday and with the US settling into its Thanksgiving long weekend everything was pointing to a low volume quiet day, how things changed over the ensuing hours - we’ve repeatedly said the market will breakout when least expected and that’s one call we certainly got right - just not the direction we were after:
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questions & answers

Bapcor (BAP) a buy?

Hi James , Bapcor dipped under $7 briefly and is around the $7.03 mark . You had a interest around these levels but still haven’t pulled the trigger ? Do you feel it’s way oversold and the CEO retiring has damaged the chances of this stock heading higher in the short term? Cheers Craig
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Income Report: Asset allocation framework when targeting income
questions & answers

Reviewing some “losers”

Hi James and team, I have been enjoying the MM reports, I like the format, the content and the tone. Unfortunately, I didn’t have much luck with many of the stocks I picked: SSM, RSG, BVS, Z1P, A2M, IAG to name a few, even though they were recommended as “buy “or “active”. When MM sold […]
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Income Report: Asset allocation framework when targeting income
questions & answers

Which ETF’s will work moving forward?

Hi James, Firstly thanks for some great macro and individual stock advice. I have covered the cost of the membership many times over with my paper profits on ALL, OZL and ORE. Since coming on board my share portfolio has slightly outperformed the ASX which is something I used to find very hard. My question: […]
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Income Report: Asset allocation framework when targeting income
AFTERNOON REPORT

The Match Out: ASX drops like a rock to finish the week, fresh COVID fears spark sell-off, Appen (APX) smashed on downgrade

After weeks of being more or less pinned to 7400, the index finally cracked today. Initially it looked to be a pretty subdued end to the week for the ASX given Futures were little changed and the US market closed overnight for the Thanksgiving Holiday, however traders got the jitters and the index was smacked to a new 5 week low. Fears around a new COVID strain appears to be the main thing concerning investors with travel stocks firmly in the firing line.
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INDEX

Australian ASX 200 (XJO)

The S&P/ASX 200 is the most important stock market index which tracks the performance of 200 large companies based in Australia. It is a market-capitalization weighted and float-adjusted index. The index has a base value of AUD3133.3, equal to the value of the All Ordinary Shares as of March 31, 2000.
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Income Report: Asset allocation framework when targeting income
COMPANY

BetaShares Australian ASX200 ETF (A200)

BetaShares Australia 200 ETF is an exchange traded fund incorporated in Australia. The Fund aims to tracks the performance of the Solactive Australia 200 Index (the "Index"), before taking into account fees and expenses. The Index is designed to provide exposure to 200 of the largest companies listed on the ASX, based on their free float-adjusted market capitalisation.
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