Archives: Questions And Answers
What happens if inflation persists as a result of War and Supply chain shortfalls, and then you get a credit crisis as the result of crypto?
Hi James
WOW and WES seemed to have been indiscriminately sold off with the rest of retail following poor results from TGT and Walmart in the US earlier this week.
The sell off seems to have done some technical damage on the chart, but do you see any fundamental issues in the nature of the business and future prospects for WOW and WES going forward based on what we saw in the US to justify such a sell off?
Does the sell off make them more attractive from a valuation perspective or is caution warranted?
Many thanks
Alex
Hi James,
Your commentary is a great help in navigating the market in these difficult times.
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.?
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.
You indicated on Wednesday’s email that the “lower end…equates to 6.95% grossed up for franking.”
Hi James,
Hi James,
