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End of year tidy round

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I’ve just signed up for another 3 years – love your service. I’ve made some good profits so far this year but it’s time to do my ‘tidy up’ of investments before end of financial year. I’ve been through your website and assessed all the laggards in my portfolio, ready for selling before June. I have assumed that any marked Active in your portfolios are at least holds.
With that in mind, I was hoping to get your views on prioritising the following stocks. My problem children are CAR, CSL, HLS, NXT, RDY (It still says active but I think you have turned negative on this), SHL, TWE and ZG:US
I have a fairly long term view so don’t mind holding if there is good potential to recover well and provide a respectable annualised % return in the next 5+ years. PLS was a great example where your advice encouraged me to hold at a loss for quite a while and I only recently sold out for an excellent return.

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Subordinated Notes

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Hi Guys

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S&P 500 and US mid-term years

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In Tuesday’s morning report the statement around “Sell in May, and Go Away” was said to be wrong with positive returns in May, June, July & August on average over the last decade. Wobbles only being seen in September & October.

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WAM Income Maximiser Limited (ASX: WMX)

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Hi Team,

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Private Equity

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After reading your summary of the Blackstone results this morning I was wondering if the sector in general has been over sold and a ETF like GPEQ is looking OK after a draw down. Or should we be more selective on individual private equity stocks.

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COG Financial Services Ltd (ASX:COG)

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Dear Team, Any reason why COG has been dropping over the last several months? Can you see the light at the end of the tunnel? Have you got an entry price into the stock in mind? Thanks

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Cochlear Ltd (ASX:COH)

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Hi Team,

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Copper Market/Freeport McMoRan (NYSE:FCX) Guidance Downgrade

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Hi MM,

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Nick Scali (ASX:NCK), JB Hi-Fi (ASX:JBH) and Lovisa ASX:LOV)

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Hi James and Team
Your current view on Nick Scali, JB HI-FI & Lovisa.
With higher inflation and higher interest rates expected
how do you see the consumer discretionary stocks to perform?
I know you hold Nick Scali & JBH in your portfolios. You would expect this sector would be where consumers would hold off spending. Would you hold off buying in this sector? In particular I’ve never gotten set to buy NCK – what price would you pay now?
regards
Debbie

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Franked Dividends of the banks

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My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing?
Regards Ray

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