Archives: Questions And Answers
Hi MM,
Hi guys 9.09 am here so I hope I have made the cut off
Can I have your thoughts on JEPI as a stock for inclusion is an income focussed portfolio. Thanks
Hi Gents,
Please explain what is happening with CTD and also some thoughts on whether QBE represents a buying opportunity at these prices. Thanks
What you guys recommend as the best way to play defence, but specifically the increase in defence spending by European governments. Is there a specific company that is likely to see an increase in its contract wins and revenue as a result of government spending in defence or an ETF, with a slant towards European contract wins? Cheers, Josh
I was hoping to get your thoughts on AUB and RIC. AUB following their recent pullback after a takeover fell through, and RIC following their purchase of Incitec’s fertiliser business. I’m hoping one or both could provide reasonable returns over a 1-2 year period.
I wanted to get your view on WiseTech’s numbers. I listened to a podcast that criticised its accounting, arguing that its artificially boosting EBITDA by treating wages for its software developers as a depreciable asset (ie capitalising R&D) – and then because of that the free cash flow is inflated and margin improvements are really down to a bit of accounting magic. Do you have a view on this and whether its something to worry about? A bit technical I know, but would love your view on this issue as I don’t think you’ve discussed this in your analysis. Thanks, Josh
Hi Guys,
