Archives: Questions And Answers
Hi James and Team (thanks as always for the great coverage and Q&A opportunity)
I am wondering whether you could revisit your thoughts on Ramsay Health Care.
I notice that you sold your position around $57 (well done-I have hung on).
With Healthscope going into receivership I am wondering whether this may, in your opinion, clear the decks for a purchaser in the future to take another tilt at RHC.
The share price appears to be at last commencing a recovery.
Could you please comment on whether the circa $57 /share mark is still what you would consider selling in todays market or do you see the potential in the nearish future for another possible takeover bid?
Many thanks
Don
“Trump’s Big Beautiful Bill set to slug Australian stock investors with tax hikes which are set to lift tax on US dividend income and certain capital gains by 5% for all Australian investors.”
Why, aside from just being punitive for its own sake, as he is wont to do? Why would he penalise us for investing in his precious American companies?
“Trump Strategies” is an oxymoron.
Is it too late to get into SOL or have I missed the boat completely. I think passive funds may feed into it and become another WES?
“Hello and thank you for all the insights. – What’s your take on Smart Parking (SPZ) as a 6–12 month position, especially when the stock dips below $0.85?
New to MM. we have a SMSF sold most shares when Trump was elected president only kept EVN & NST, we are now looking to reinvest more in shares on ASX can you recommend about 10 shares.
Thanks for your insightful opinions. It has assisted in developing my investing strategies. OCC has experienced significant growth in 2024 ahead of a raft of regulatory approvals including for the US. It appears to be consolidation ahead of actual revenue increases. Is this a case of buy the rumour sell the fact or is this pattern consistent with a pre-sales growth opportunity? Is this a familiar pattern?
Thanks
Peter
Good morning James and team,
AIC Mines stock price caught my attention lately.
As you mentioned in today’s morning report the copper price has been heading north in the last couple of weeks, however A1M stock didn’t follow it.
What is weighting on the price?Would you buy it if you didn’t have a copper exposure, at what level?
Thoughts on Eli Lilly. It seems to be in a much better place than Novo Nordisk with more drugs in the pipeline.
