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Archives: Questions And Answers

Sudden drop in Asian ETFs?

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Crickey! I’m heavily invested in Asian ETFs, but on Friday 26th it dropped by 4.71%. This was pretty shocking for me, or is just life? It appears to be because of concerns about future demand for the demand of semiconductor, and other picks and shovels supporting the hyperscalers, AI and data centre development.

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Pullbacks & Corrections

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Resources (I’m writing this on Monday and also the EOFY, so we’ll see what the coming week brings. In your Webinar, Shawn implied that we commodity investors seem to think that in a bull market we expect our shares to go up every day. That’s a bit condescending. I have shares in Australian and North American companies in gold, silver, uranium and others. I expected volatility right from my first commodity buy in 2019. But this calendar year the majority of them are down anywhere from 20% to 65% and falling. Should I call that a pullback or a whopping big correction? I don’t see how that can possibly look like the beginning of a super cycle. What am I missing?

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Watching Argo Global Listed Infrastructure Ltd (ASX: ALI) on the Income hitlist

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Hello James and crew,

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Commodities Supercycle – 5E PGM’s

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Hi MM,
Another question. I really enjoyed your Commodities Supercycle podcast – very informative! You don’t mention 5E PGM’s. You do cover gold as a PGM but Platinum/Palladium and the rarer but more valuable Iridium/Rhodium aren’t mentioned. Are you less bullish on these as future facing?
Regards,
Peter

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Alcoa (ASX: AAI) and South32 (ASX: S32)

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Are you still positive (see q nd a 27/6/26) on AAI (alcoa) after it’s purchase from s32.

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South32 Ltd (ASX: S32) and Aluminium

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Hi MM,
Plenty of discussion in the press (and in your daily reports/podcasts) about S32. and its aluminium divestments. Given you are bullish on aluminium and like S32, why is S32 getting rid of its aluminium operations a good thing? Also, S32 still have the Mozambique mine issues that they obviously couldn’t offload as part of this divestment.
Regards,
Peter

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What are your thoughts on Kelsian Group Ltd (ASX: KLS) and Origin Energy Ltd (ASX: ORG)

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Dear Team,

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Aristocrat Leisure Ltd (ASX: ALL) and Light & Wonder (ASX: LNW)

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Hi James and Team
Can I have your current view on ALL & LNW.
Over the last fortnight Aristocrat has improved by about 12% while Light & Wonder has dropped by around 18%. MMatters hold LNW in your portfolio. What outlook do you have on these 2 stocks? I hold both ALL & LNW -I’m actually breakeven in ALL at the moment and 16% down in LNW – Is this consumer discretionary sector one to be in at the moment? Would you continue to hold ALL or redirect these funds into another sector of the market? Do you still prefer LNW to ALL?
regards
Debbie

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Endeavour Group Ltd (ASX: EDV) and Ventia Services Group Ltd (ASX: VNT)

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Hi James,

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BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

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Hi Team,
Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions.
Could you please give your choice between BHP & RIO with your reasons.
Thanks.
Shabbir

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