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Archives: Questions And Answers

Hi Team,
Is there an alternative to GGOV for investment in Treasury bonds? The trading volume seems too low for any meaningful investment amount. How do you read a cash flow report to see if a company is profitable, e.g. the latest Quarterly Activities/Appendix 4C Cash Flow Report from DRO?
Thanks & regards,
Sidney

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Hi M & M, your thoughts on Lepidico LPD Quarterly Activities / Cash Flow statement are they in profit?? Are they doing well as a company? Thank you, Keep up the good work.

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Hi Guys,

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Using MIN as an specific example, would you please explain the logic MM works through in order to decide we made a mistake and it’s time to tealise a loss and move on. Does it come down to the quantum of the loss? Is 10% too late?

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What do think of Metrics direct income fund([EVO2608) Thank Max

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Hi Team,

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I owned OzMinerals into the takeover by BHP and since purchased 29 Metals. I’m struggling to find good opportunities for exposure to copper locally and was interested to know if you’ve looked at Capstone Copper (CS:CA) in Canada and if you have a view on this stock?
Thanks Graeme

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Purchasing a core graphite holding has been in the back of my mind for some time, with SYR a potential candidate, although I struggle to pull the trigger (so far waiting has been to my benefit). Timing risk (getting in too early) and sovereign risk are concerns – in general, not just for Syrah.

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Hi James and Team
What is your current view on Capitol Health – Is there any news, catalyst which will see the share price move upwards?
Should we be using these funds elsewhere?
Super Retail has been moving upward since late March.
Being consumer discretionary would you continue to hold for further upside or sell into this strength?
regards
Debra

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Hi Team,
How can a retail investor buy treasury bond?
Is there a better ETF than QUAL?
Thanks & regards
Sidney

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