Archives: Questions And Answers
Good Evening James and Harry. Thank you for your contributions each day, I read every word with great interest. However, today you got me very confused! Your morning report on ZIP was quite convincing forecasting a price, an INITIAL target of $8. Your evening report gave up the ghost on ZIP suggesting you chose the wrong horse. I would be grateful if you can clarify your position on ZIP.” – Kind Regards, Errol K.
“Hi, any thoughts on ABP has just gone ex div and also had the SPP recently at 2.90 as I write is sitting at 2.74 is it a buy at this level ?…..I do hold the stock already 3 % of portfolio.” – Thanks, and Regards Glenn.
“HI James, I missed out on buying XRO when you first recommended it. The recent fall in price – why? Is it a good time to enter the stock? The daily ASX200 movers and losers, what is your approach to these figures” – Thanking you Indran.
Was wondering what your thoughts are on SGM.” – Robert W.
“Hi, healthy new year to you. Can I get your thoughts on Sandfire please” – Cheers Peter W.
“Two quick questions. 1) when will we see the small cap portfolio? 2) MM is bullish re Bitcoin. How do we get in? Do you have any suggestions? Is there an ETF that deals in Bitcoin? Thanks for all the info. Looking forward to a good year.” – Dale C.
“Hello, I would like you to start following DEG… a very major future player within the Gold industry. The price has dropped back to around $1… from around $1.50 … yet the resource continues to grow with no limits yet in sight. The spec nature of DEG is now past. An exciting future is in front of it… maybe as a takeover situation for the existing majors.” – David T.
“Hi Team, I was wondering if you had any thoughts on BUD? I have a small position (<1%) at 0.012/share, from June2020. I bought one of their light bulbs over Christmas, and whilst it is a pretty cool light bulb, the connectivity was a bit painful. That said its no worse (or any more annoying) than my SONAS Beam speaker which also relies on the home Wi-Fi connectivity – so not sure it’s a particular problem with LIFX Bulbs or just typical for home appliances that connect via home Wi-Fi. Nevertheless, my experience has made me think about cashing out of BUD (around 0.046), but on the other hand, the share price was substantially higher in Sept (0.09) and ideally I’d prefer to hold off until after June to get CGT relief. I feel it is a fairly small company that have managed to create a position in a large market. I guess my question really relates to how you much emphasis you put on personal experience of a product versus investment analysis?” – Thanks and regards, Nick R.
“AVITA MEDICAL INC. AVH -I have been monitoring this stock for some time and like the product offering and see this as a great space to be in for what looks like a market leading innovation with huge potential. But apart from Tuesday’s surge due to promising buy base level performance the stock seems to have trouble gaining momentum? Can I please ask you for your thoughts?” – Regards Steve K
“Welcome back and best wishes for a successful 2021 Much appreciated your detailed thoughts on the 2021 market yesterday One share I have been looking at again (held a few years ago and sold in 2018 ) is IVC ( InvoCare ) . What are your thoughts as an income source with some medium growth ?” – Thanks Shane B.
