Archives: Questions And Answers
Hi James and Team
Can I have your current view on Smartgroup.
It has had a good run lately. What price target do you have on SIQ?
Also your view on Super Retail. Is it a Hold or Sell?
Hi James and Team
What’s your latest view on the Iron Ore names.
I’m holding all 3 above – With all 3 paying dividends already this month I don’t need to be holding for the yield. Do you see further upside short term? What price do you see these 3 stocks reaching in 2023? Are they sells or holds?
regards
Debbie
Hi James,
Do you have any research or opinion on ConocoPhillips?
Thanks,
Jill
Not a question, more a suggestion: Can you make sure you send The Quarterly to Magellan (MFG) as they are unfortunately in need of all the help they can get!
Cheers,
Michael.
Hi Team, Great to see coal prices listed in your morning report. Would appreciate your advice on : 1) Is CBA launching another PERLS? If so how can one invest in? 2) In your opinion do all bank hybrids rank equally? If not which do you consider is the best at present? 3) Bank hybrids rank before the bank shares, so it seems pretty safe to my mind. Am I correct? 4) What is your opinion on the ETF USTB? Is it more secure than bank hybrids? Many thanks
Sidney
Is GL1 still good for some averaging? It’s dropped 20% and I only bought a small parcel recently.
Hi MM,
Hi James
Question about SEEK. I was surprised to see your buy alert on Seek last week. It was only a month ago that that you sold it from the portfolio. I understand macro environment is changing pretty rapidly at the moment, but can you explain to me what exactly changed within a month so that seek went from a sell to a buy, especially when you had purchased it in September 2022 for around $20, sold it around $25 and now bought back in a month later at around $24.
