Archives: Questions And Answers
Hi James,
Hi James and Team
Hello MM team,
I have read you mention a few times recently your bearish view on the USD whilst bond yields are increasing. Was hoping you could explain in a bit more detail the reason/s these are not currently positively correlating and any catalyst that might change this into 2022?
Just a question for your Saturday note: I am in the process of selling a residential rental property as the new Vic Residential Tenancy Laws place unrealistic obligations on landlords. As I wish to retain exposure to property with the funds, can you suggest 4 or 5 REITs, ETFs or LICs that potentially or will provide growth in both income and capital over the coming years? – Thanks Chris
I am a small self-managed investor, apart from cxl (still my biggest holding even after recent sales] I hold usual blue chips MQR, WES, CSL, STO etc no banks, sold iron stocks recently except FEX bought cheaply keeping for dividends and higher quality iron believe several sectors will recover quickly. I also like well managed coys with Australian expertise who have expanded to US areas I like: paper packaging (use increased greatly in pandemic) – AMC, PPG & PGH Building Materials RWC, REH, BKW, CSR & New Vehicle Sales (waiting list for new cars & used cars selling well without discounting shipping may be only minor problem but little from China) APE & PWR. Any thoughts or comments – Morrie (new member)
Question for the Week: I am trying to get my head around the comment that Property does well in an inflationary environment e.g. Goodman. I was thinking that income is fixed (or increases with fixed annual increases) due to long term leases being in place and in an inflationary period yields would increase which would reduce capital value. I would appreciate your thoughts. – Thanks. H
Quite a while back I’ve asked for views on D2O, but haven’t gotten anything back yet, not even, nah, not interested. Can we follow that up. Thanks Filip
Hi James, with your current view on bond yields and the $US would you think the heavily sold down BHP and RIO (even though it cut guidance today) would be buys? The charts seem to have found a bottom and reversed upward. Cheers Mick.
