Archives: Questions And Answers

Hi there, Thanks for the great on going “down to earth“ comments and advice . Much appreciated. I was looking at buying Aventus Group (AVN) last week then came the merger announcement. I am still keen but wonder which would be the better way to finish up with a holding ? I’m a little confused as to the calculations under the merger proposal. Should a potential investor buy AVN now or the Daily Needs REIT ? Thanks guys – Shane.

Would love to get your thoughts on EDV. Its had a bit of a pull back but its starting to creep up again. Wondering if, now that it’s demerged, it can really grow over the next 3-5 years and how its likely to do in the rising interest rate environment? Thanks again for the great service. Cheers, Josh.

Hi James, I really appreciate your coverage and the facility for subscribers to pose questions ..its a great support when making difficult decisions. I (perhaps like many) am reviewing some stocks that I might lighten to increase a cash buffer …I wonder whether you could comment on the following stock prospects. Ramsay (RHC), A2M, Treasury (TWE), Lynas (LYC), Nuix (NXL) – Many Thanks Don

Hi a question for Saturday I was offered some shares for ventia from my shares in CIM , i know nothing about Ventia any thoughts ? and on CIM itself ?IFL had a bad day ….do we keep the faith ? ZIP at 6.55 a buy or hold or time to run ? Coal bad day ….WHC AND NHC ….good day to top up ? – Thanks Glenn

Hi, the Evergrande issue is not going away, if China moves to protect local banks and dump foreign banks it will be a case of why lend to China you fools. Bad luck. How will MM position ahead of this undoubted mess? What advice do you have to limit the shake to super? Mac

Hi James, Would you still recommend coal stocks as a Buy given the pullbacks we’ve had? And if so, how much longer do you think they have to run? Thanks for your opinion. Jacky L.

Hi James, CBA tech spend is approaching $2 billion pa – is the positive impact this might have on the bottom line reflected in the price? It seems to me that analysts (excluding MM) mostly treat Banks as lumbering out dated entities that will eventually disappear – Regards Michael.

Hi James, Would appreciate some feedback on the Woolworths off market buy back. I had originally 2000 shares of which Woolworths purchased 523..I operate a SMSF in pension phase and do not pay any tax on same. The shares closed on Monday at $40.42,with the buyback price being $34.46 ( Capital component $4.31 ), and Dividend component of $30.15. Could you please advise the net benefit of same based on the 523 shares purchased. Regards John

Hi James, question for Saturday. With a view to a Christmas rally, which stocks across all portfolios would you look to top up around here to take advantage? Regards, Scott.

Hi James and team. What are your current thoughts on Codan (CDA) ? They beat expectations in Feb and Aug and have subsequently had a decent pullback in their share price. Cheers, Jan P.