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Archives: Questions And Answers

Hi James and the team! Thanks for the good advice! Can you comment on DOC. It is in a firm downward trend that doesn’t seem to end. Is there a reason? Thanks, Kim

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Can you could include the yield % next to each stock, and for the portfolio overall, within the table for the income portfolio? Michael

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Hi James, Just read this morning’s MM report (14 Oct) and in particular the bit on NXL where you reference GEM, NWH, NXL and WGX being dropped out of the ASX200. I don’t hold NXL but I do hold NWH. Does your NXL comment “(NXL) is a perfect example of a stock being in the too hard basket as it drops out of major indices” also then relate to NWH? Or are the mining and infrastructure tailwinds enough to justify a “hold” ? – Regards Jan P

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Hi James, Thank you very much for keeping us all on the pulse with the market. I have a question on BHP. BHP is currently divesting its oil assets to WPL. It was mentioned that the shares received will be distributed to the shareholders. How much would the share price of BHP be reduced by or how much do you think BHP oil assets are worth to WPL per share basis? Thank you Boon

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Thank you as usual for most helpful support. I was wondering whether you could comment on WZR please? Brian

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Hi There,

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James, I see that Comsec has a new float of CDIs in the name of GQG. Are you able to make a comment on this in your daily news sheet. We are very happy with our 2 year subs to this report. Regards, John F.

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Hi James, what is your view on Seek ? Looks expensive above $30. – Michael.

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Hi James & Team. I have done well buying WHC following your recommendation & adding to the position in light of the positive outlook from your analyst. Does your team expect further upside in WHC amidst the current market volatility & what is the target price? Thanks & regards, Sidney.

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Hi James. Q : IMHO there are so many “moving parts” to investing in the world of key commodities that it is beyond the ability of your average retail investor to keep on top of it and make a success of it. Would you agree? What options does MM or Shaw for specifically managing commodities investments? Thanks and Regards Mark E.

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