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Archives: Questions And Answers

How to use ETFs

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Hi team
A somewhat vague set of questions.
Under what circumstances would YOU use a leveraged ETF?
Can they be held long term (if you can stomach the volatility)?
Is there any point in partnering a leveraged ETF with a non leveraged version of the same ilk? And what ratio would you use. 89:20, 70:30?
Many thanks,
Jeff
Ps. Except for Glencore you hold no equities other than ASX or US based stocks in any portfolio. Any reason?

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SPP etc

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Happy Lunar New Year Team!
Please advise:
1) where can one find the stocks that currently have SPP open?
2) Does PayPal offer a buy/sell in crypto?
3) Apart from the newly minted Crypto ETF, where can one buy crypto from a reputable organisation without creating own wallet?
4) If Cameco is losing almost US$50/lb on its spot purchases, how would it impact the price of URNM which has a substantial holding in Cameco?
Would it be better to invest in the likes of PDN, BOE & avoid Urnm?

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PME results / portfolio weightings

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Thoughts on PME after the recent pullback on HY24 and analyst downgrades flowing post.

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Thoughts on AGL & TER please.

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Hi Guys,

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Thoughts on new ASX ETF Lend

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Hi guys
Van eck have just released a new etf asx lend which accesses private credit
It is supposed to return around 10%
What are your thoughts on this etf
Thanks
Tony

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Coal and coal stocks

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Hi MM,

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Q&A for Sat Weekend report – ASB & XRO

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Hi James and Team
ASB – Can I have your current view on Austal – it has rallied recently. It reports on 26 Feb. Would you hold until they report or do you feel they will disappoint again and would sell into this rally?
XRO – Xero does not report full year results until May 2024.
After disappointing the market in Nov 2023 in their half-year results are you still looking at selling into strength with a price target of $120 still looking possible or has this sell price target been lowered?
regards

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Nvidia at record highs

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Hi James and the team ,

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Metcash SPP at 8% discount – is it worth it?

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Hi James & the MM team

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Should I buy back AGL after selling last week?

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Hi James and team,
Thank you for your informative regular updates on the market.
Unfortunately I sold my AGL holding after the stock dropped on Macquarie’s downgrade. I note that MM is neutral on AGL after earnings and the 10% price reversal. In MM”s view would it be a good strategy to buy back and at what price please?
Thank you again for keeping us subscribers on track.
Adel

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