Archives: Questions And Answers
Is there a way to invest in International Equities without the need to trade in individual international equities?
Hi James and Team
This mornings report – Is it too late to chase discretionary retailers?
You have SUL – Super retail on your Income portfolio hitlist but did not mention the stock in this mornings note. What is your position on SUL – Is your preference JBH, LOV,HVN before SUL?
regards
Deb
I’m looking at your new CORE ETF Portfolio but I am nervous about buying into ETFs as I have heard that it can be tricky to sell an ETF holding. Is this something thaty investors should worry about?
LYC was $11.09 inapril 2022. Now 5.95. Did have various issues in Malaysia but thought sorted but down 16% this calendar year. Like to think a bottom not far off but maybe a falling knife?
Hi James and Team
Could I have your view on RPM Global (RUL).
It’s up 25% since start of Jan and has reached new highs.
($2.27) this month. ” The company believes its software products and advisory services continue to capture market share from their competitors and their outlook remains very positive” Is RUL one to watch and if so at what price? It’s at its all time highs at the moment.
regards
Debbie
Hey James and Team. Thanks for a wonderful service. Both these stocks sold off after recent reports
Dear James, thank you for all the excellent work you and the team are doing. I have been watching PLS and it has rallied hard.
Hi MM Team, I’ve been a subscriber for a a few years now and am slowly building my portfolios to match the MM portfolios, so just wanted to say thank-you for all the market guidance you provide.
Is Mayne Pharma a growth stock and worth investing? Is Strike Energy a potential take over target and worth investing? Thanks.
We’ve all watched the rise & rise of the spot price to around US$95/lb over the last 2+yrs. However over 70% of uranium sold is via LT contracts and while the LT will generally follow the spot prices higher (with a lag), currently LT contracts settle around US$70/lb.
What is the strength of the link between LT & spot prices? Can we better select uranium investments based on such variables and their production or startup cycle?
