Archives: Questions And Answers
Hello,
There has been a lot of talk about a commodities super cycle for some years now but, aside from gold, it seems that it’s still some way off. Or am I just too early? Commodities/materials such as silver, copper, platinum, palladium and uranium (perhaps the latter might be a recent exception) are still not showing signs of any out-performance, despite constantly being talked up by analysts and brokers. What are your thoughts please? Many thanks as always.
Hello MM
If you had to choose between WHC and NHC, targeting a balance of growth and income which would you pick?
Hi Guys,
Hi James, I would like to hear your current thoughts around James Hardie (JHX) following the release of their third-quarter numbers. The market didn’t seem to like it much. I would have thought the result was already essentially baked in. Am I missing something? It looks like JHX has a long way to go before regaining the market’s confidence. Do you still view this as a hold, or is MM closer to the view that there are better places to divert funds?
Regards
Andrew
Hi James, Shawn and Team.
Hi James & Team
Can I have your view on SUN – I have held and received the capital return and dividends paid in March. Would you be holding any insurers at the moment? Would you be selling and using the capital elsewhere?
regards
Debbie
Hi James, Shawn, and Team,
