Archives: Questions And Answers
Hi James and team,
Thank you for your insightful market views and strategies in particular portfolio positioning discussions, ETF Fridays, deep dives and Shaun’s trade ideas.
With the AUD rising and expected to do so with RBA holding rates and Fed cutting, what would be a good strategy for reducing exchange rate loss for holding US stocks? Or would it be better to repatriate funds back to AUD and utilise the ETFs for major indices with hedged and unhedged options (eg. IVV, NDQ, QUAL etc.). What would be your views on the AUD/USD trend in the medium term?
I also found your deep dive on APA and DBI very informative. It seems that both have long term issues affecting their values. What would be your recommendation for long term dividend/growth stocks for retirement income/intergenerational portfolios?
Finally, copper prices are still rising notwithstanding being stretched. Would it be too risky to top up holdings now and if so what would be a good price level to do so?
Many thanks as always.
Adel
Hi James & Team,
Hi! James, what is your thoughts on PLS, a lot of platforms are saying it’s a sell, should we hold on?? Also has gold gone to high to buy from a risk point of view, As a general question do u feel there is going to be a major correction in western economy’s in the near future due to excessive debt levels, or just a normal correction. There is a lot of talk re USA debt to GDP of opprox 100% but Japan it is 260% and they have not collapsed. I know you don’t give financial advice , your gut feeling? Thanks for your daily reports, As a loner they are perfect for me. I need a different perspective to prevent myself going into La La land.
Hi James & Team,
Can I have your thoughts on TPG now that the capital return/dividend @ $1.61 has been paid. Would you take up the reinvestment offer they recently released? Thank you
Firstly, of course thank you for your great service and help in navigating the market.
Secondly, I noticed that quite often you are using the term
“cautiously bullish”?
Hi James,
I have read some recent articles citing tough competition XRO faces in its US expansion, specifically Livewire’s November article, which names Intuit (INTU) as a significant challenge to XRO’s US plans. The article highlighted INTU’s scale and footprint, noting that its annual R&D spend exceeded XRO’s annual revenue and that a considerable portion of this spend was devoted to developing AI for its platforms. Seems like a tough ask of XRO to compete amongst players of this size and scale. Does MM have a view on this, and how does it impact or shape your investment thesis for XRO at these levels? I currently hold XRO at slightly higher levels than the last traded price.
Regards
Andrew
Hi James & Team,
