Archives: Questions And Answers
How do I look up various ETFs e.g. ACDC ? Graham
Any views on OGC? Richard
Hi James & Team, After reading your recommendation to overweight gold, I am interested in getting some exposure to gold . Rather than investing in a single gold stock, which is your preferred gold ETF? Thanks Sidney
I’d like your thoughts on Alf ,mml and wot
Many thanks Warren
I see the term “reflation” being used a lot now . What does it mean in layman’s terms? Thanks Ian
Hi James and MM team,
Thanks for new website and I found podcast with Peter O’connor very informative.
From your discussion with Peter, am I to take it that gold (and related equities such as NCM, NST, GOR, and EVN are beneficiary of the expected rising bond yields? (Not looking for comment on these individual stocks).
Banks will also benefit?
On-line artist portal RBL has really only fallen in-line with the tech sector as a whole. The company is growing revenue fast, in Q1 of the current financial year growth was close to +120% while margins also rose, a nice combination.
I like your thought process at scanning the defensives when most are ignoring them, Hamish Douglass already has ~50% weighting, a play we like but think he may have migrated a touch early.
As bond yields awaken from their slumber we believe the tech space definitely needs to reconsidered very carefully as volatility continues to rise.
