Archives: Questions And Answers
I am just looking at APA and seeing that it has a very low return on capital, exceedingly high debt/equity ratio, why would anyone invest at current prices?
Does the delay by 2.5 months in payment of the dividend x 28 dec but not paid until 14 Mar indicate slow/lumpy cash flows?
The only plus seems to be a reasonable level of dividend yield and plenty of room to manipulate valuation of its main infrastructure assets. How do you value this type of business?
Hello,
Just wondering whether you could give us your thoughts of what is happening beneath the hood at SIQ
It has put on around 67% for the 12 months which is great …but has recently dropped around 9% in the last few days (written 5/03/24).
Looking at the trading there appears to be a lot of cross trades and institutions jumping in and then out of the stock making it volatile but what are the fundamentals beneath?
Can it be held for the long term or is it better to take profit on one of its runs and let the institutions push and pull at it?
Many Thanks
Hi MM,
Hi James and the team.
Hi MM Team,
I have noticed that Droneshield (DRO) has oscillated since the beginning of the calendar year between $0.35 and $0.90+. Do you know the reason for the extreme volatility?
Best regards,
John
Hi guys
Your thoughts on data3 .After they reported the shares dropped but it seems its on the way back up now.
Thanks
Tony
Hi there – I have recently rolled over my Superannuation (Pension) from CFS into a SMSF and so am holding cash. Do you think that the equities market still offers good value? Nite I understand that your advice is always general in nature, and I will treat it as such.
Why do the % weightings not add up to 100%? They total 93.
