Archives: Questions And Answers
Hi James and Team
Can we have your current view on Red 5.
Since the Red 5 and Silver Lake Resources merger Red 5
seems to have come off more than other gold stocks.
regards
Debbie
Keen for your thoughts on IPG and COH.
Hi MM,
Hi James and Team
Your thoughts please on DroneShield ($1.70) and Suncorp($16.80 ). Both have hit YTD highs today.
Would you be taking some profits on DRO or let it run for now? What are some of the Broker valuations on DRO?
Hi Team
Interested if you have an updated view on GNP? The financials look pretty solid and forward PE looks good also. Wondering if would consider it a buy at these levels?
Thanks
Alex
Hi MM team,
Is it a “good ” buy following the big sell dow
Hi team,
I see that you have a limit of 20 stocks in the Growth portfolio but I can’t see any mention of how many are allowed in the income or emerging portfolios. Are they allowed more stocks? Also whilst many say a 20 stock portfolio seems to be reasonably standard, would you consider lifting this number if funds grew to a level where you would feel uncomfortable having large amounts of cash in each holding?
Thanks for your continuing good work which is always appreciated. You have recently been mentioning EOFY tax loss selling quite often, but I don’t see the benefit of this activity and why it would occur. Losses at 30 June will be recognised when placed in your Profit and Loss Account at “the lower of original cost or market value”, which is permitted by the ATO, while any stocks sold in the lead up to 30 June will be placed under “Sales” but will be thus be absent from “Closing Stock” which thus balances out the figures at the Gross Profit line of your year end Profit and Loss Account. Thus there seems no benefit at all to pre 30 June tax loss selling, so why would it be used as a tactic?
