Archives: Questions And Answers
“My first subscriber question after a few years of profitable reading. ECF – Elanor Commercial Property Fund – a smaller REIT paying almost 10% pa. Often incorrectly quoted as paying just 5%. Not exposed to Melbourne and Sydney. Thoughts?” – Craig McGrath.
“HI Team, I am interested in your thoughts on NIO, should the Chinese government % of ownership be a concern?” – Jane P.
“Good morning MM, I love your reports and have certainly generated some good money from them, especially since April May 2020. I have been approached via phone by an offshore ‘broker’ about the impending listing (not IPO) of CoinBase the crypto currency exchange. As usual they told me that that have been allocated some of the stock pre listing and they are offering me to purchase some of the stock through them prior to the actual listing. Of course, I am very wary of shipping my money to an overseas and unknown company. So I have 2 questions. Do you have a view on the Coinbase company as a good investment? If I did want to get hold of some of this stock, is there a way to do that with a trustworthy Australian broker/institution etc.” – Thanks Gregory H.
“Hi MM Team Heading into reporting season can I have your view of the following: Boral (BLD), Healius (HLS) and CSR (CSR). Do you still see upside? regards Debbie G.
“Hi James and team, thanks for the regular updates. You discussed in International report a few Wednesday’s ago they you were keen on Chinese equites. I’m just wondering if this is still the case and in particular Alibaba and Tencent. ETF ASIA has both in its holdings. I would also like to hear your thoughts on your preference to gain exposure in this space ASIA, IZZ and CNEW (general advice only). “- Kind regards, Jack R.
“My question is to get a quick comment on currency and not take up too much of your time. I’m a retired expat, living in Bangkok and enjoying life. I have a large amount of Thai baht cash, which at the moment is devaluing against the $US (valuing down at the moment) & A$ (which is valuing up).
“Hi James and Team. Thanks for your ongoing commentary on the market and your views on the year ahead. Have you a view on NXL – this is a recent listing and I am a holder but it has pulled back quite a bit and I am looking to top up. General advice only” – Thanks & Cheers David P.
“Good Morning MM Team, can you give any detail on the Woolworths decision to settle the class action. I bought their shares in the specified period but can’t seem to find if I get a payout or how much it would be.” – Thanks, Richard L.
“HI James, could you please comment on the price of oil. With Biden restricting shale oil exploration, and the Russians and Saudis cutting back production, one would expect the price to rise. Or is it the COVID epidemic in the US and the US winter restricting movement of people and reducing oil consumption. Please let us know as opportune time to buy oil stocks.” – Thanks, Indran.
“Can I have your thoughts on Collection House (CLH) please after their numerous recent announcements.” – Thanks Ian C.
