Archives: Questions And Answers
Hi Guys, I see that there is some selling by Directors and Management in SQ2. Can you give me a read on this and the stock in general please.
hi Gents, in October 2019 you wrote a blog Report: Where to put money coming out of Term Deposits? (MXT, MOT, PCI, NBI, XARO AXW) KKC. With the term deposits or high interest accounts now much more at acceptable return levels, i would like to know where you would put your cash. Thanks heaps in advance. Filip
Hi James, I’d love to at some point increase my exposure to retailers – I know a lot of them are trading at very low P/Es and also a lot are coming off their tops this week – do you think this is presenting a good opportunity? If so, who would you have your eye on? I know MM already owns LOV but what are your thoughts on some of the others like JBH or PMV or would you get into LOV now its come off its highs if we don’t have any exposure? Obviously understand this is general advice. Thanks for your commentary as always.
Thanks for the daily report and insightful commentary.
Just asking on Elders shares have they hit the floor and now bouncing back
Thanks a lot for taking this question.
Hi guys, still enjoy the daily reports and re-signed for another few years.
I’ll keep it short; I’d like to jump on some resources, but would prefer to maybe get an etf or the like. In your opinion, is there one which you would consider, or do you think buying a select few is still best practice. Not trying to match weights, just purely for resource exposure.
Regards,
Simon
SSM has continued to fall since you recommended to sell it some time ago. Good call. Possibly the current selling has a bit to do with the fast approaching EOFY. Is this one you would consider buying back into after 1/7/2023?
