Archives: Questions And Answers

Good Evening James and Harry, Just thought I ‘d drop you a note on a gold stock I got into a month or so ago. A person of high net worth who was previously connected with Aquila Resources introduced me to Predictive Discovery Ltd. It’s done pretty well this far and I wanted to get your view on this play. Thank you, kind regards Errol

Hi, Would like to get your opinion on Lithium and Gold miners. I currently hold NST & MIN and the both have dropped >20%. In copper what’s is your opinion of AIS. It has gone up a lot recently but the valuation is still quite cheap. Thanks again for the opportunity to ask questions. Tania.

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.