Skip to Content

Archives: Questions And Answers

Hybrids

by James Gerrish

Hi James,
Your commentary is a great help in navigating the market in these difficult times.

  • Posted in
  • Comments Off on Hybrids

Risk to the Emerging Companies Portfolio

by

Which companies in the Emerging Companies Portfolio are vulnerable to increasing inflation and/or increasing interest rates. (significant borrowings) or are these factors already reflected in current prices.?

  • Posted in
  • Comments Off on Risk to the Emerging Companies Portfolio

MM’s thoughts on PBH & DUB

by Shawn Hickman

Both pointsbet and dubber have pulled back significantly and I’m enquiring how you are looking at managing these moving forward. Pointsbet is gaining licenses in a large competitive US market but costs are under pressure given the focus is on value versus growth. What do you see as the next catalyst for this.

  • Posted in
  • Comments Off on MM’s thoughts on PBH & DUB

New National Bank Hybrid (NABPI) & franking?

by

You indicated on Wednesday’s email that the “lower end…equates to 6.95% grossed up for franking.”

  • Posted in
  • Comments Off on New National Bank Hybrid (NABPI) & franking?

Can you explain the workings of NAB Capital Notes 6 NABPI

by

Hi James,

  • Posted in
  • Comments Off on Can you explain the workings of NAB Capital Notes 6 NABPI

What’s MM’s thoughts on stop losses?

by

Hi James,

  • Posted in
  • Comments Off on What’s MM’s thoughts on stop losses?

Could you explain Hybrids to a beginner

by

Hi James,

  • Posted in
  • Comments Off on Could you explain Hybrids to a beginner

Does MM like building industry & stocks into current sell-off?

by Shawn Hickman

ASK: JAMES

  • Posted in
  • Comments Off on Does MM like building industry & stocks into current sell-off?

What’s the cost base of the shares I received in Woodside

by

What is the cost base in A$ of the shares I received in woodside

  • Posted in
  • Comments Off on What’s the cost base of the shares I received in Woodside

Is TYR being regarded as BNPL stock?

by

Has TYR been put in the same bracket as the BNPL?

  • Posted in
  • Comments Off on Is TYR being regarded as BNPL stock?
Back to top