Archives: Questions And Answers
“Hi James, Select Harvests “SHV” is a Company from Western Victoria which is an Almond Orchard Producer & Marketer. The region produces the second largest amount of almonds in the world, second only to California, USA, where I understand some of their orchards are under pressure in being replaced by vineyards. They have some China sales exposure but not extreme I believe. They have undertaken a planting program which will see these immature trees reach maturity in the next 2-3 years which will increase output. They just secured further water rights through an acquisition financed by a placement at $5.20. I would appreciate your thoughts on the Company now and going forward please.” – Many thanks, Mark B.
“Hi James and Crew. There is a lot of talk about transferring from growth to value stocks. I recall you agree with this. Can you define value stocks and could you recommend 5 to watch.” – Many Thanks, Peter C.
“James & Team Thanks for all the insights over the past couple of years. It has been invaluable for our SMSF. Can you assist with an insight/answer to 2 questions please: 1. The income portfolio discussion states “The portfolio remains well ahead of its benchmark for the current financial year, up 16.01% vs the RBA + 4% target of 2.56%.” This implies the RBA is a negative rate. What am I missing? 2 . XARO price dropped at about the same time that it delivered a similar sized dividend. It is now trading within a tight range around the low $26.00s. It remains listed as a Buy in the portfolio and of low risk. Any insights into its outlook.” – Thanks in anticipation Peter S.
“Hi James, Interested in purchasing small parcels of Bitcoin, Ethereum and some other popular cryptocurrencies and would like your view on eToro as the trading platform. Is this a safe and viable option, what are the pros and cons, or are there better trading platforms for Australian investors?” – Regards, Charles S.
“Hi Could you please help me with a little information? I wish to learn how to invest in companies at IPO stage. Can you guys help me with this?” – Kind regards Matthew P.
“I am a new subscriber to MM and really enjoying all of the insights and updates. Whilst I realise you can’t give personal advice, I wondered what your opinion is in regards to selling out stocks to buy new opportunities? I purchased WES, NEC & JBH when they were at their lows and they are all sitting between 50%-115% of their initial purchase value. As they all pay good dividends I am just not sure if the smart play is to hold on to them or sell them now to get the good returns and invest into new opportunities?” – Cheers Sonja B.
“Hi MM Team, There is a link to a reporting season calendar in this morning’s newsletter which is very useful to have, the calendar I mean. Can’t see a link to it on your website though, is there one, and if so where? Also wondering whether you are also able to provide a similar calendar on dividend dates?” – Thanks, Peter E.
“Hi, I have 2 connected questions I’d appreciate your comments on. I hold Samsung which I acquired while living in the US years ago – SSNLF (grey market, I believe). For the purposes of valuation/ risk/reward, is it essentially the same stock as that which you hold in your international account? i.e. Can I be confident following your lead if and when you decide it’s timely to sell? Secondly, there is the exchange rate factor to consider regarding when to then bring the cash home. What are your thoughts on the AUD/USD in the short to medium term?” – Thank you! Catherine S.
“Hi James and Team Can I have your view on CXO – Core Lithium and is AWC – Alumina still a Buy? Also on 4/2 you hosted an online Uranium conference. You were going to provide more insight to the event. Have I missed seeing it or is this still on the agenda for this week?” – regards Debbie G.
Hi Guys
Nice calls over the past months however a bit slow on changes. It looks like the long “holds” are over with rotation the new normal. I would like to know your thoughts on the “go to” gold sector which now seems a thing of the past with Tech stocks looking like to “go to and get out” sector for more short term growth.
My feel is we have missed a lot of opportunity by holding rather than a more “in and out” or if you like short term position(s).
Materials have hit highs, as have the banks so what next?
Good work team but time for change I feel.
Br Wayne
