Archives: Questions And Answers

Hi MM,

Hi James, Can you please provide some insight around gold at the moment. Inflation looks to be the real deal with increasing talk of it becoming more than just a transitory thing. As I understand Gold is generally considered favourable in an inflationary environment. It doesnt seem to be embracing that theme at present. Like MM I am long a couple of gold stocks and finding the whole gold thing a bit frustrating. I would appreciate your insights. Regards Andrew

Question! Why are gold stocks – e.g. NST, EVN – being hit so hard in the last week (down around 15%) when the gold price has only fallen a few per cent ?

Have enjoyed your commentary and taken advantage of some great tips such as SLX PDN OSH & CRN. One of my tips is struggling and would like your insight on ABC. With so much demand for building materials it seems they can’t take a trick! Your thoughts please?

Long time member first time question, I’m just looking for your thoughts on Novonix, I bought in back in June at $2.30, I took half off at $5

Thanks James as always for your informative daily ideas, Could you clarify the yield to first call Calculations on hybrids especially the SUNPI quoted in today’s report. The rate for sunpi is 2.9% plus bbsw for a total currently 2.9155%pa which includes the fr cr. How do you then get it up to 4.36% Y.T.ist call? I’m not saying you are wrong. Just interested. Do they take into account predicted bbsw increases from now to first call? If so it’s a manipulated figure and really fair Anyway thanks again

Hi James , Bapcor dipped under $7 briefly and is around the $7.03 mark . You had a interest around these levels but still haven’t pulled the trigger ? Do you feel it’s way oversold and the CEO retiring has damaged the chances of this stock heading higher in the short term? Cheers Craig

Hi James,