Archives: Questions And Answers
Hi guys, I love being a bit of a contrarian and taking positions in really unloved sectors or sold off stocks is something I enjoy (of course acknowledging fully that strategy only works if its a contrarian play rather than a falling knife!) For instance, gold stocks were cheap and a bit unloved from 2021 to 2022 and i took positions then, sitting on stocks not moving for a while, I also bought into James Hardie when it had a big sell down end of 2022 (recently just bought back in). The point is, im willing to take a position if i think its cyclical or short term and it doesnt bother me if I’m too early. Is energy and oil stocks (putting aside uraniam) particularly unloved at the moment? If I were to say that at some point there will be a turn around in energy and oil, maybe in 6 months, maybe in 12, but if i was inclined to think at some point the cycle will turn – what do you think is the best way to play a turn around in energy and oil? Woodside? FUEL ETF (though that doesn’t seem to be particularly unloved). Also, if you could give some details about what do you think we would need to have a turnaround. Thanks so much for all your advice and work. Cheers, Josh
Hello again,
In all my years of investing, my Portfolio has never pulled ahead of the Index as dramatically as it has in recent months, due for the most part from gains in gold, silver, copper, uranium and platinum. Should I be getting nervous? If I do take some money off the table that just reduces my potential gains if this bull market continues. Not asking what I should do. What would YOU do? Thanks.
Can you please give your opinion on future performance and prospects for Betashares HYLD & YMAX and, if you had to choose, which is your preference.
Thanks and keep up the great work. Cheers Trish
Just wondering your thoughts on the following stocks and if you believe they are a buy at the current price and if you’re looking at picking any of these up soon? SOL, WTC and WOW?
Hi MM,
What is your view on TWE as an income (and possibly growth) stock given poor market sentiment and a price that has fallen below $7?
Thanks Peter
How do these performances compare over the last 1-2 years?
If its not too big an ask what are the relative performance comparisons
between the commodity & miners for copper, gold & silver
& comparing all 3?
Is there a superior commodity when comparing all 3?
Hi guys, thanks for the work which you put in.
Do you know of any etf that hold premium car brands. I was trying to find something, but all I could find is general luxury brands. I know it’s probably not a great investment right now, but wouldn’t mind getting your view.
Regards,
Simon
