Archives: Questions And Answers
“Hi James I was wondering what your thoughts are on another disappointing result by Wells Fargo. Is it time to let it go or is this a long term turnaround situation.” – Geoffrey S.
“Hi James, I am a subscriber. I read your weekend report with much interest. Just a little confused with regard to : 5 – Keep it simple stupid (KISS).Look to stocks / sectors that have performed well during previous periods of inflation: 1 – Real Estate assuming low debt levels. Surely with rising bond yields this could hurt real estate? Are you referring to certain type/s of real estate?” – Thanks Joel T.
“Hey James , team and subscribers HNY to all. I’d appreciate your views on Tyro – as you are aware the price has fallen approx. 30% in the last week on system failures, and a critical report from a short seller. Would you be a buy at this level ? General advice only “ – Cheers David P.
“Thank you for the weekend report. You mentioned that we should be careful of inflation but did not say how we should watch for it or how to be prepared. What companies would benefit from a high inflation environment? I’m wondering what your thoughts are of CSL today. I bought it a few months ago with the view that they’ll be manufacturing the AstraZeneca vaccine locally but whilst it initially performed strongly it has now below what I paid for it. Also, your thoughts about the IT stocks- Xero, Altium and Appen specifically.” – Best Regards Kenneth C.
Morning Paul,
As we covered in the Weekend Report MM is bullish the Resources Sector and while we acknowledge the risk around China trade our view is the reflation theme will dominate over the next 1-2 years. Hence, we are far more comfortable buying weakness as opposed to selling strength, it’s very easy to lose a position by being too micro / short-term i.e. day to day noise is random but trends are meaningful.
Hi James and Team, after reading your weekend report with a strong look on the Resources Super Cycle . Was wondering why BlueScope Steel (BSL) Wasn’t included? If it is on your radar what price target would you be looking at? Pullback buy price target? Wishing you and the Team a Merry Xmas and all the best for an exciting New Year.” – Cheers Craig B.
“Hi James & Team, COVID-19 appears to be out of control in America. How do you rate the probability of a full or partial lockdown in the U.S. & its impact on the market? I read somewhere that Webjet & Corporate travel both derive over 80% of the revenue in overseas. Is that correct? If so, which of the two stocks would you say has a better prospect to the reopening thesis?” – Sidney H.
Thank you James for this weekends report
Could be exiting times !
Your final words of the the report were – we will be selective
I took that to mean that your selections will revolve around stock purchases from stock sales.
What would be your position/selections if you had spare cash reserves ?
Not unlimited of course !!
Cheers
Mike
Hi there I’m a fairly new member and am enjoying the news and insights on here. I’m retired and invest to be self funded . So naturally shares are particularly attractive at present especially if franking is included . Equally important is to preserve our capital . Recently I’ve been looking at AGL as an income share and while yields seem attractive I recall some announcement saying no franking for a few years as well as recent comments that wholesale electricity tariffs are lowest they have been for some time And the share price has dropped considerably in recent times . So …..I’m a little tentative to buy AGL but it does appeal as income generation and perhaps some share price recovery . Do you guys have any thoughts Thanks and cheers Shane
To James and Crew,
