Archives: Questions And Answers
The distribution of Genesis shares occurred in July yet we have still not been advised of the ATO ruling re cost base for those shares. What is a reasonable time for an ATO ruling to occur and why should it take so long?
Hi Team , my understanding is if a company wants to make a full takeover offer they have to own more than 20% of the company ? Why has MIN upped it’s stake to 24% but doesn’t have to take a full takeover of DLI ?
Cheers Craig
Hi James
Thank you for helping us through a volatile year in 2023.
You have a number of Bank Hybrids in the Income Portfolio .
Could you advise what is your strategy for Buy and Sell?
Apart from Buying the issue @ $100.00, what indicators do you rely on?
Are you intending to hold to First Call date?
When would be the ideal time to Sell as the Market Price declines as duration approaches First Call date and Maturity
What factors would cause a Sell?
Hi James and Team
Can I have your current view on Iron Ore.
It has fallen back since early Jan when the likes of RIO, FMG and BHP reached all time highs. I know a lot of this is determined by China. However do you feel leading into Feb and their dividends they will rally back to all time highs?
regards
Deb
Hi guys, Thanks again for the work which goes into the reports and research every day. Not sure if you’ll be doing the Q & A this Saturday but it’s not a time related question anyway.
When doing technical analysis, what and how do you use/do?
I’ve been trading for around 10 years now, but still like to listen to others to learn and improve. Myself, I use support/resistance, EMA’s, trendlines and Fib levels to identify areas of interest and price action for entry / exit; of course with a fundamental reason.
Greetings, Happy New Year and a thank you for all your work.
I have yet to own BHP but would really love to. I am just wondering where you think the share price may be going for the rest of 2024.
Thx so much, Bob
Your market report today briefly talked about NXT in your tech section but said you preferred GMG in this space. I understand that GMG recently announced moving into data storage as part of their overall portfolio. On the other hand, NXT portfolio is data storage. I believe there is a very specific expertise to this sort of structures. NXT measures growth (sales) in megawatts MW, that is energy required for customer needs. Given the exceptional growth in data storage needs, wouldn’t you think having an expert supplier such as NXT would be better to build a stake in this segment?
You have had SIQ on your Income Portfolio hitlist for some time. What entry level are you looking for to buy in? Also VUK has been volatile over the past few months but appears to now be steadily improving. What are your current thoughts on the stock. Thanks
URW, SCG, WBC. Is it a risk that URW started with 600mil CDI’s on the ASX and now has only 140mil?
