Archives: Questions And Answers
Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time – but your latest thoughts pls.
Cheers
I note with interest in your Q&A, there is often an interest in a uranium stock like Paladin. There is also Cameco in your International portfolio.
As I understand it, your thesis about a very supportive (though volatile) position with uranium is;
Large supply side shortfall after many years in doldrums,
Strong demand in China & India for energy,
Strong growth in AI energy needs, particularly low emissions.
However while there has been price growth over 2-3 years, shares and uranium spot prices have not managed to fully and consistently grow their values. (Sure they’re better but not great).
Is there another element to the shortage of supply side story? eg are there uranium mines mothballed or ready to produce that will force prices down. Does the ‘green’ lobby still strongly say that nuclear is bad theory?
James, I don’t usually write empty praises, just to win favours or encourage you, but reading your reply to “The psychology of investing” almost perfectly described me. After about 40 years of trading/investing on the ASX, at the age of 88, I still find it difficult to except a losing decision, and crystallize the loss, by selling it. Consequently, I hold some stock, like WTC, with large losses. I tell myself, management private behavior, should not influence the share price. The market says otherwise. I know about fighting the tape, but…
When I do sell a stock, even for a very small profit, I do feel elated.
My other problem area is selling high dividend paying shares. I suspect, many other subscriber feels the same. The best example is GQG. Its price is falling since 2024, but it pays nearly ~11% dividend! … and it pays it 4 times a year. I suspect, they paying it that frequently, to remind everyone “I am high yielding”. I keep asking myself “if I sell GQG, where can I invest this money, showing better than 10%?”. I do ask myself your suggested question “If I did not already own this stock, would I buy it today at the current price?”, but unfortunately, I come up with the wrong answer!
Best regards,
John G
Hi James,
Hi team, thank you for the recent reports—great job .
Dear MM, thanks for your great support. Firstly, I was hoping to get your thoughts on GemLife, GLF. I appreciate that you have Mirvac in both your income and growth portfolios. I was wondering about GLF as an alternative (or an addition) to MGR for growth, with no real dividend – it isn’t (as yet) an income stock. Secondly, I was hoping you could provide an update on ARB. Other than as appearing as a Shawn’s Trading Idea, it has been a few months. Both stocks are interest rate sensitive, and we’re all hoping interest rates have peaked or are close to peaking,
Many thanks Mark
Hi, do you have any research/ opinion on this ASX stock?
