Archives: Questions And Answers
Hi Team,
Hi James and the team!
Hi James,
Hey James and Team,
For those who don’t have CWN is it a buy ~ $8.60? What are the risks/rewards? Thanks Nick
Hi James. Like many, I find the decision to sell can be agonising, especially when one is going to make a loss. My own personnel experience suggests that of stocks that lose more than 10% , 80% of those will stay depressed for many months (i.e. A2M) and 20% will bounce back. I was wondering if your research team has looked at these numbers from your own experience. Nick
James, You covered the negative sentiment regarding China Tech stocks today quickly but as the International portfolio holds a number of these including recent purchase of JD. Do you intend to cut and run or hold and why? Best, Mark K.
Hi James, I am finding your newsletter very helpful thank you. Lots of questions below that I hope you can give me semi simple answers to in the coming weeks. I am interested in your view re inflation (transitory or not) and interest rates. Also wrt current stock valuations in the USA? You are talking about rotation into banks and commodities and I thought these were inflation stocks – is inflation not so transitory then? If you are positive inflation is there some big global Pharma that you like? Do you think the Aussie banks’ spread is opening up again (and the AUD has bottomed) so banks are on the rise? I thought they were narrowing so confused. Finally Quality Vs Value – where does Quality fit into your current rotation to Value? Cheers, Jill
