Archives: Questions And Answers

Just a question for your Saturday note: I am in the process of selling a residential rental property as the new Vic Residential Tenancy Laws place unrealistic obligations on landlords. As I wish to retain exposure to property with the funds, can you suggest 4 or 5 REITs, ETFs or LICs that potentially or will provide growth in both income and capital over the coming years? – Thanks Chris

I am a small self-managed investor, apart from cxl (still my biggest holding even after recent sales] I hold usual blue chips MQR, WES, CSL, STO etc no banks, sold iron stocks recently except FEX bought cheaply keeping for dividends and higher quality iron believe several sectors will recover quickly. I also like well managed coys with Australian expertise who have expanded to US areas I like: paper packaging (use increased greatly in pandemic) – AMC, PPG & PGH Building Materials RWC, REH, BKW, CSR & New Vehicle Sales (waiting list for new cars & used cars selling well without discounting shipping may be only minor problem but little from China) APE & PWR. Any thoughts or comments – Morrie (new member)

Question for the Week: I am trying to get my head around the comment that Property does well in an inflationary environment e.g. Goodman. I was thinking that income is fixed (or increases with fixed annual increases) due to long term leases being in place and in an inflationary period yields would increase which would reduce capital value. I would appreciate your thoughts. – Thanks. H

Quite a while back I’ve asked for views on D2O, but haven’t gotten anything back yet, not even, nah, not interested. Can we follow that up. Thanks Filip

Hi James, with your current view on bond yields and the $US would you think the heavily sold down BHP and RIO (even though it cut guidance today) would be buys? The charts seem to have found a bottom and reversed upward. Cheers Mick.

Hi there, Thanks for the great on going “down to earth“ comments and advice . Much appreciated. I was looking at buying Aventus Group (AVN) last week then came the merger announcement. I am still keen but wonder which would be the better way to finish up with a holding ? I’m a little confused as to the calculations under the merger proposal. Should a potential investor buy AVN now or the Daily Needs REIT ? Thanks guys – Shane.

Would love to get your thoughts on EDV. Its had a bit of a pull back but its starting to creep up again. Wondering if, now that it’s demerged, it can really grow over the next 3-5 years and how its likely to do in the rising interest rate environment? Thanks again for the great service. Cheers, Josh.

Hi James, I really appreciate your coverage and the facility for subscribers to pose questions ..its a great support when making difficult decisions. I (perhaps like many) am reviewing some stocks that I might lighten to increase a cash buffer …I wonder whether you could comment on the following stock prospects. Ramsay (RHC), A2M, Treasury (TWE), Lynas (LYC), Nuix (NXL) – Many Thanks Don

Hi a question for Saturday I was offered some shares for ventia from my shares in CIM , i know nothing about Ventia any thoughts ? and on CIM itself ?IFL had a bad day ….do we keep the faith ? ZIP at 6.55 a buy or hold or time to run ? Coal bad day ….WHC AND NHC ….good day to top up ? – Thanks Glenn

Hi, the Evergrande issue is not going away, if China moves to protect local banks and dump foreign banks it will be a case of why lend to China you fools. Bad luck. How will MM position ahead of this undoubted mess? What advice do you have to limit the shake to super? Mac