Archives: Questions And Answers
I note that you still hold Austal (ASB) in your Emerging Companies Portfolio. I have been accumulating them with a long term view and am rather surprised to see their price continue downwards. Their fundamentals appear sound. I am wondering what your current view is on their long term future
Hi, could you please give an updated view on A2 Milk. It has gradually been sliding since it reported badly and is now down nearly 20%. Should we be taking the hit and putting the funds elsewhere ?Regards Burge
Thoughts on Pointsbet (PBH) with the relaxation of betting laws in the US and recent pullback in price ?
Hi James and team, Thank you for your insightful views over the last couple of weeks – markets are so very volatile. I would appreciate your thoughts on CUV which I have had in my portfolio for a couple of years now and have doubled in value in that time. I also have SEK – I sold half at $30.32 and still holding the other half and sitting on a 75% gain. Appreciate your thoughts. Thanks, Liz B
Hi team, I’d like to get your thoughts on MND at current levels. It has had a significant pullback despite a seemingly positive report in February. Is this a buying opportunity, or is there something else going on with the business more broadly? Or perhaps the market more broadly anticipating the retreat of funds as long-term bond yields increase?
Hi MM – would it be prudent to make a quick exit from IAG before the implications of the floods/claims hit home?
Good Morning.
“I was after your thoughts on. A former MM recommendation on PDL I’m interested at what would be a good entry level for when the UK starts to recover from COVID”
Good morning. I have decided to purchase some shares in an ethical stock for grandchildren. Can you advise, please, on some credible ones or funds from which I could choose? I appreciate that you do not recommend ‘buys’ but perhaps could indicate a few from which I might choose. Thank you. Brian
