Archives: Questions And Answers
What is the best way to start an income portfolio?
Given your current portfolio has been runing for some time, I presume that not all stocks should be entered into currently. Do you have a short list that are worth buying into now
Hi James and Team
Your current view on the Energy stocks. Oil has rallied but WDS and STO have not gained as I would have expected.
The rally has rekindled talk of $100-a-barrel crude, although the gains lost momentum over the past week with concerns about the macroeconomic backdrop. Today both WDS and STO have fallen but BPT and KAR have gained. Do you see WDS get back to $38 and STO $8?
regards
Debbie
G’Day, James,
I have been watching this company (FHE) for a while and believe it to be an emerging opportunity, albeit probably some distance to go before it makes any money. However its recent betrothal to its next door neighbour might have sped things up. Interested in your view.
Hi MM Team,
Hi,
Would like your thoughts on ASML.
Surprising that the stock has decreased in value in the last 6 months, considering the demand for their product. Would this be a good opportunity to accumulate?
Appreciate your insight.
Liz.
Can you provide any commentary on this micro-cap. Very little coverage available. Fundamentals are an impressive read and management are significant shareholders. Can’t find any reason for recent dramatic share price drop.
Hi team,
Have you ever considered for the income portfolio either KKR Credit Income Fund (KKC) or Neuberger Berman Global Corporate Income trust (NBI) ?
Both pay a very attractive dividend yield. Appreciate your thoughts and insights.
Cheers
Jeff
Can you please give your assessment of the prospects for CQE and the reason for its recent share price. downward trajectory?