Archives: Questions And Answers
Hi James,
What value does aaig shares have I hold 330,000 shares?
Hi Team,
Hi James and the team,
I’m seeking some clarification on the % of portfolio allocation of a stock. Given the following scenario:
Portfolio value $100,000
Previously bought stock XXX 5% $4,500 (Portfolio value was 90k)
XXX now worth $5,500 (5.5% of Portfolio)
MM instruction is to reduce XXX to 4% from 5%
Do we sell $1,500 of XXX to make it $4,000 (4% of Portfolio value)?
Or 5% -> 4% is a 20% reduction – Sell $1,100?
Given they’ve recently dropped in price, wondering where you would now invest for exposure to data centre ramp-up? NXT, DGT?
And does HMC still own some of DGT ? Is it in “buy” territory? Would it offer a more diversified investment?
Hi MM
Wondering what chance is there for a turnaround in the fortunes of Bowen Coal BCB? Are they a basket case to be avoided or is there some hope of a recovery?
Thanks for your great service and commentary.
Regards
Rob
Brokers seem positive on CRN. Why?
Hi Shawn and James
Firstly best wishes to all of you and wishing you a joyous Christmas and a happy healthy and prosperous new year
I managed to obtain a reasonable allocation on the big float which I was quite happy with but day one and the market appears not to like the stock.
I understand you cannot give personal investment advice but appreciate any thoughts you may give on the future of this stock.
Many thanks
Cheers
Mark
Hi MM,
It’s more a comment than a question. I saw a slide on another webinar that showed the US stock market cap is 70% of the world’s stock market cap. This is with the US having just over 4% of the world’s population.
While there are clearly some very big (tech and other) companies in the US, I found this quite astonishing.
Regards,
Peter
Wondering whether you know of and have a view on the small cap EGL?
