Archives: Questions And Answers

Any thoughts on FZO given your interest in Dubber. Similar earning profile, and half the market cap. Kind regards, Mark B.

Hi MM, Finding your updates very helpful, thank you. Interested in your views on the ETFs BNKS & HACK? Also was wondering what is a ‘GARY’ stock and are there any that you like? Cheers, Jill

G’Day again, I wonder if you have done any research into CXO? I started buying them at 4.5 cents….. kept buying down to 1.6 and have taken up each SPP. Even after the last SPP at 31 cents my average is 6.6 cents so it’s looking pretty good to me. I did sell about a third when they hit 10 cents….. not real smart in hindsight, but I then held everything at no cost. That was before the latest SPP of course. – Waz

Hi James , Just wondering why Yancoal has outperformed WHC? WHC has performed very well , but I don’t know much about Yancoal. Cheers Craig

Hi James, Love your work and have built a nice local portfolio using your advice. Thank you. I have a bit of cash left over in my Commsec international trading account I established to buy BRK-B back in May 2020 just so I can say Warren, Charlie and I own …. Nahh. I thought it would be a great proxy for the US market, obtain access to his famous annual shareholder address and, not paying a dividend- continually reinvesting in their own skills- to reduce annual tax time mucking around. It has done well for me. I intended to buy something else but couldn’t decide. Any suggestions? I prefer something set and forget and also not paying dividends if possible. Something further up the risk scale than BRK-B. A long term play. I was considering Microsoft however I do believe they pay a dividend on occasion? ( am I over thinking the tax complexity?) Will be leaving funds over there for at least 10 years well into retirement. Otherwise I’ll just add to BRK-B. Your thoughts appreciated. Mark

Hi, I am new to the site . Am enjoying it . thought your commods presentation today really good . Question please , how do you identify stocks that pull back sharply i.e. FMG , BHP recently . I know you hold BHP in some portfolios . for me one of the real value adds of a site like this would be to potentially point stocks that are overdone and should be sold . I know very hard to do , just interested in your thought/identification process please . short answer is fine. – thanks Mark

Hi James, well done on the commodities presentation. Following on from the presentation, what is your view on Qantas considering such a bullish outlook for Oil? Also is Kogan worth holding on to? Michael – From Byron Bay

We had a dozen or so questions from members looking for a recording of the commodities webinar we hosted this week with Analysts Peter O’Connor & Michael Clark.

Good afternoon James and Team, Are you able to share your thoughts on Beach Energy Limited (BPT).

Hi James and team, Two questions from me so please be brief where you see fit. I currently have no exposure to iron ore and the last week you have discussed how you are liking the iron ore space but are quite hamstrung due to the portfolio’s current exposure to BHP. My question is do you at iron ore at current levels is a solid entry point or do you see some potential further downside risk? Also which would be your preferred exposure in the space moving forward. (General Advice Only)My second question relates to a lithium company which IPO’d this week LIS. IPO price was 85c and managed to top out above $3 on the day of listing. There seems to be a lot of interest in this company and was just wondering your thoughts on the company and if it was a lithium company on MM’s radar. Kind Regards, Jack