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Hi James,

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Hi James. I currently hold shares in L1 Long Short Fund (LSF). They have had a good track record and I like the fact that they use shorts (currently around 25% of their portfolio) and the directors are heavily invested through on market buys.

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Hi Team,

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Hi James,

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Hi,

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Hi James,

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Hi James, why do you prefer Ampol to Viva Energy? I thought Viva has a much bigger dividend, but am concerned with its debt level.

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Hi James,

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With prospects of the current/coming recession in the US do you think Costco (COST) is worth buying at the moment? (sell Discretionary buy Staples argument…….)

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What do you think of it?

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