Archives: Questions And Answers
Hi James and Team
Your latest on the banks were “too late to increase exposure to Banks but aren’t yet considering taking any profits from our holdings.”
When are you likely to take any profits or trim exposure with July soon behind us and reporting season looming.
What are your expectations on CBA when they report?Will it support all the Banks? Will you be holding until the dividend is paid ? (ex date around 16th Aug).
Would it be prudent to trim ANZ & NAB into any strength prior to CBA reporting since they will not be paying any dividend until Nov?
regards
Debbie
Hi Shawn – Can you ask your analysts to do a summary ( especially charts) of RIO FMG ALD WDS YAL and NHC as the dividend “:season” is around rhe corner and these stocks all pay great dividends !!
Hi James / Shawn / Harry…
Thank you MM team for your insight and information, much appreciated. Really like the weekend Q&A and find them very useful.
What are your thoughts on some portfolio performance numbers like the Sharpe ratio particularly for times of increased volatility? Would you consider sharing some benchmark figures for your various portfolios in their respective dashboard and adding risk related information to the stocks?
Dear James and Team,
I am reading how Small Caps both here and in the US have underperformed the Large Cap sector for several years. In your FY24 video update you confirmed the same.
So my questions are:
1. What do you think will be the catalysts for Small Caps to start playing catch up? (Interest rate cuts or will it be very stock / sector specific?)
2. At current prices, what are the highest conviction shares in your Small Cap portfolio? And would ABB be one of them?
3. And lastly, would you consider adding an American Small Cap ETF (i.e. Russell 1000) to the ETF portfolio? If so what catches your eye?
Sorry for so many questions, so many thanks in advance. Keep up the great work.
Charles
Hi MM Team,
Thanks for all your informative information.
What is your thinking on the short selling on this stock – does that keep happening, or will it settle down? With this happening, do you recommend selling?
Hi James and Team. Not a very original question I’m afraid, but pertinent to many at this point I think. Given the commentary by many that the big banks look over-valued through the lens of bothP/E and Book Value, and with ANZ a shade under $30 and BHP down to $42.70 this Wednesday evening, is it time to consider Bank to Resources switches? I am particularly interested in your thoughts on ANZ, WBC, BHP, FMG and PLS. You guys have been very ‘on point’ of late – thank you for your great service.
