Archives: Questions And Answers
Good Morning, enjoying the reports and so on.
My first question. You removed Nuix (NXL) from Emerging Companies Portfolio,?
While I’m here what do you think of Grange (GRR), magnetite!
Thanks
Hamilton
AD8 spent most of September under $5.00 before putting on a huge spurt to nearly $7.00 in the first two weeks of October. Then spent the back half of October sliding right back to sub $5.
Has there been any news that could explain this aborted take-off?
Thank you for taking time to answer or questions and being new to the community, i do have quite a lot (don’t worry will pace them over the next few weeks/months) What’s your opinion about IWLD replacing VGS in the core ETF portfolio? And on a different note, NDIA & GRIN as part of a thematic given that India is now the most populous country and the per capita income is on the rise, and looking at positioning ETFs for the next decade or two?
I was hoping to get your thoughts on LAU. The share price continues to slide, due to competition in transport. However, it pays a reasonable dividend, and is in a defensive industry – food, well food transport. Do you think the competition will ease, and if so, when or what would be a good entry point. Many thanks for all the great work, Mark
I’m looking to sell half of my PLS shares and invest the profit into AI stocks. Any recommendations?
Hi guys after reading your report today about ai and supporting the companies that are the picks and shovels of the ai revolution im wondering if you have come across the global x etf asx code ainf? This is an interesting etf that has companies that support the infrastructure of ai and includes copper, energy like uranium etc which will all be needed in increasing amounts to support the ai revolution
What are your thoughts on this etf
Thanks
Tony
Please tell me if I’ve got this straight because I am still concerned despite your reassurances:
US Govt debt is $38 Trillion. Interest on the debt is $1.22 Trillion.
Trump’s Tariff revenue (which he states is paying down the debt) is a mere $200 Billion.
Even if it reaches his projected $1 Trillion it won’t even cover the interest.
Yet rumours are that he intends to print $4.5 Trillion.
And he is also toying with handing out $1,000 – $2,000 ‘dividends’ to everyone.
Is this as ludicrous a fiscal scenario as I think it is and where else could the US economy end up but in recession and wouldn’t we follow?
