Archives: Questions And Answers

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.

Good afternoon James and Team, Are you able to share your thoughts on Beach Energy Limited (BPT).

Hi James and team, Two questions from me so please be brief where you see fit. I currently have no exposure to iron ore and the last week you have discussed how you are liking the iron ore space but are quite hamstrung due to the portfolio’s current exposure to BHP. My question is do you at iron ore at current levels is a solid entry point or do you see some potential further downside risk? Also which would be your preferred exposure in the space moving forward. (General Advice Only)My second question relates to a lithium company which IPO’d this week LIS. IPO price was 85c and managed to top out above $3 on the day of listing. There seems to be a lot of interest in this company and was just wondering your thoughts on the company and if it was a lithium company on MM’s radar. Kind Regards, Jack

SIQ – SmartGroup is up almost 20% today. Do you know why and is this a hold or a sell

Is Wesfarmers worth buying now or is it expected to go lower

I want to first say I really appreciate this “Ask James” feature of MM. As a retail investor it is invaluable to have someone (that’s not from a random online forum) to bounce thoughts off! I was chatting to my neighbor who’s involved in major construction projects around NSW and he was telling me many projects are slowed or delayed because materials are lacking and logistically backlogged. We have all heard about the shipping issues around the world and this just made it even more real to me. My question is do you see any potential impacts on CSR? Would revenue be negatively impacted by inventory and delivery problems?