Archives: Questions And Answers
Do you think there’s any hope for these two which are languishing in my portfolio? Tempted to cut them but then often in the past with the fullness of time it seems I would better have used such impulses as a contrarian indicator to buy more.
Hi James,
I would love to know your opinion on 4DMedical (4DX). If you had it, would you continue to hold it or would you take profit on it?
Regards,
John
Is it time to revisit TWE? It’s hitting 12 month lows, has ok PE, ROE and ROA, and a clear vision for growth in higher end product from here, it’s new US acquisition and China. Healthy dividends and an impressively experienced new CEO starting soon.
HI Team
Hi James and Team
It’s Wed 28/5 – am trading. Light and Wonder this week so far has risen around 15.7% while Aristocrat has risen 2.5%.
Could I have your view on ALL & LNW going forward. Can you see ALL making up this difference in price increases being in the same sector or has the increase in LNW been very stock specific news?
regards
Debbie
Hello,
There has been a lot of talk about a commodities super cycle for some years now but, aside from gold, it seems that it’s still some way off. Or am I just too early? Commodities/materials such as silver, copper, platinum, palladium and uranium (perhaps the latter might be a recent exception) are still not showing signs of any out-performance, despite constantly being talked up by analysts and brokers. What are your thoughts please? Many thanks as always.
Hello MM
If you had to choose between WHC and NHC, targeting a balance of growth and income which would you pick?
Hi Guys,
