Archives: Questions And Answers
Hi James
Is there an ASX listed ETF that can be used to hedge the international equities portfolio against a rising AUD?
Many thanks
Alex
Hi James and Team
Can I please have your current view on the Iron Ore Stocks – Rio, BHP and FMG. Once again there is talk of more economic support coming out of China. If you were holders of RIO and FMG how would you be playing these stocks? How long do you see Iron Ore being supported by any new measures out of China ?
regards
Hi James
What’s your latest thoughts on these consumer discretionary
stocks – Premier Investments, Lovisa and Super Retail?
regards
Debbie
Hi James and Co.
Just wondering whether you could make comment on QBE I notice today (Thursday) that QBE has dropped 2% on a very strong day on the market ..presumably as a result of the US news that inflation is dropping and short term bonds rates are set to reduce ..your website shows consensus price targets significantly higher than current price for QBE but I wonder whether the prospects have now changed for QBE and it may be time to exit.
On a similar theme I wonder whether you might be able to give an update on your thoughts on bank hybrids ..if indeed we are about to see bond rates drop what is the prospects for hybrids going forward ..is it a good time to think about lightening ?
As a general comment I did note recently in discussing the income portfolio you acknowledged the role of hybrids in balancing out the down performance of some other holdings but have noticed that in general the hybrids don’t attract much commentary from you in your reports..would love to hear more ongoing commentary on how you are viewing the hybrids as part of the income portfolio discussions ie what their prospects are in the (current and) changing share market outlook.
Many Thanks Don
Firstly, thank you James and team for your regular thoughtful and informative investing advice. I find it easy to understand and very helpful. I have two questions:
Hi Guys
Still loving your works. I’m finding it very beneficial.
What is the level of your fees. You mentioned that you get a free subscription to satisfy ones curiosity if you subscribe over $200k. If short of the requisite amount at the moment would this kick in when the invested amount reaches or exceeds the value?
