Archives: Questions And Answers

Precious Metals

August 22nd, 2026 by

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you’re bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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Van Eck recently listed ETFs (QNTM) and (SMHG)

August 22nd, 2026 by Shawn Hickman

Hi Team
Van Eck recently listed 3 new ETFs.
What is your opinion on QNTM? Reading up it’s a new area of computing and is it still in its infancy.
What is the potential for it to become a new area of computer growth?
The other one is SMHG. This is a semi conductor ETF.
I presume semi conductor manufacturing will be always be needed in computer chips.
Of the 2 above which has a greater potential uplift in the medium to long term?
I presume quantum computing still needs semi conductors so both will be required as long as computers keep evolving?
Thank you
Boon

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US Bonds

August 22nd, 2026 by

Okay,
so US bonds are up over 5% in some cases with the Government trying to keep people (American investors?) interested in their eye-watering debt.
But why does that make Australian investors exit ASX growth stocks? What’s so exciting about 5% in comparison? I don’t understand.

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Hansen Technologies Ltd (ASX: HSN)

August 22nd, 2026 by

Hi
Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company?
Cheers
Derek

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Challenger Ltd (ASX: CGFPD) and Non-bank Hybrids

August 22nd, 2026 by Vanessa Chin

Hi,
Question for Saturday…..Is CGFPD hybrid included in APRA’s removal of bank hybrids. Also be interested on your comments on other non bank hybrids.
Thanks for your frank & fearless approach to advice over many years,
Regards
Craig

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Dalrymple Bay Infrastructure (ASX: DBI)

August 22nd, 2026 by

Shares in DBI performed well for some time after the final sell down by Brookfield. However they have been sliding for some time now for no apparent reason. Can you cast any light as to what is going on with this stock

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Charter Hall Social Infrastructure REIT (ASX: CQE)

August 22nd, 2026 by

CQE reported what I understand to be a decent full year result. Since then and due likely to some issues with 3 of its properties relating to Edge early learning and has issued a statement indicating that this issue will not affect FY2027. I think the sell off has been unwarranted but would like your take on it.