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Archives: Questions And Answers

Hi James and Team, after reading your weekend report with a strong look on the Resources Super Cycle . Was wondering why BlueScope Steel (BSL) Wasn’t included? If it is on your radar what price target would you be looking at? Pullback buy price target? Wishing you and the Team a Merry Xmas and all the best for an exciting New Year.” – Cheers Craig B.

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“Hi James & Team, COVID-19 appears to be out of control in America. How do you rate the probability of a full or partial lockdown in the U.S. & its impact on the market? I read somewhere that Webjet & Corporate travel both derive over 80% of the revenue in overseas. Is that correct? If so, which of the two stocks would you say has a better prospect to the reopening thesis?” – Sidney H.

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Thank you James for this weekends report
Could be exiting times !
Your final words of the the report were – we will be selective
I took that to mean that your selections will revolve around stock purchases from stock sales.
What would be your position/selections if you had spare cash reserves ?
Not unlimited of course !!
Cheers
Mike

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Hi there I’m a fairly new member and am enjoying the news and insights on here. I’m retired and invest to be self funded . So naturally shares are particularly attractive at present especially if franking is included . Equally important is to preserve our capital . Recently I’ve been looking at AGL as an income share and while yields seem attractive I recall some announcement saying no franking for a few years as well as recent comments that wholesale electricity tariffs are lowest they have been for some time And the share price has dropped considerably in recent times . So …..I’m a little tentative to buy AGL but it does appeal as income generation and perhaps some share price recovery . Do you guys have any thoughts Thanks and cheers Shane

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To James and Crew,

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Hi James and team,

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Hi James,

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James and team. I notice a significant reduction in the share price of CLW today. Do you have any insights to what may have caused this? Thanks Colin

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Greetings and keep up the informative commentary… What’s the summary for the recent goings on at SXL? Doubtless it’s bad but why are they doing this and what’s it mean for them and investors? Cheers! Dave

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“Good morning I am a recent subscriber to your report and site, which I am enjoying greatly I wondered if you would be kind enough to let me know your current thoughts on BUB asx (previous comment was back in early September)” – With appreciation Anthony G.

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