Archives: Questions And Answers

Interest rates

February 5th, 2022 by

Hi, In the daily emails you’ve often mentioned that stocks in sectors like IT and healthcare are particularly susceptible to rising interest rates. Why are they more likely to be affected than other sectors?

Posted in
Comments Off on Interest rates

Bank Hybrid portfolio

February 5th, 2022 by

I wish to set up a portfolio of hybrid equity shares (banks/financial?) of 400K with a target return of around 4.0%. This is in view of a fixed-rate loan against my owner-occupied home which will mature in 1.5 years. my questions are:-
1. Is this a good approach?
2. What is a good alternative investment strategy?
3. What rate can I target with reasonable risk/return?

Posted in
Comments Off on Bank Hybrid portfolio

MM’s thoughts on LKE ?

February 5th, 2022 by

Hi James,

Posted in
Comments Off on MM’s thoughts on LKE ?

WES acquisition of API

February 5th, 2022 by

James, what is the current status of the WES acquisition of API, when do you think it will finalise and can you confirm what the cash settlement per share will be? Thank You

Posted in
Comments Off on WES acquisition of API

CBA Re-entry point on the lows

February 4th, 2022 by

Hi James

Posted in
Comments Off on CBA Re-entry point on the lows

GOLD

February 4th, 2022 by

Hi James,

Posted in
Comments Off on GOLD

Question on CSL SPP

February 4th, 2022 by Shawn Hickman

Is it worthwhile to subscribe to CSL SPP which closes on 7/2/22?

Posted in
Comments Off on Question on CSL SPP

Update on FMG

February 4th, 2022 by Shawn Hickman

Hi M&M and James, you recently sold FMG, I was considering purchasing it for dividend stripping, do you believe it can maintain its share price levels or increase over the next few months?