Archives: Questions And Answers
Hi James & Team
Would you continue to hold APE, ALL & LNW in the consumer discretionary space?
Would it be prudent to sell these stocks and re-allocate funds into a more bullish sector? With Inflation and probably one interest rate rise by the end of the year weighing on the consumer should we be avoiding these consumer discretionary stocks until the outlook improves?
regards
Debbie
Hi Team,
I watch many buy,sell,hold podcasts and anytime a cyclical stock is mentioned, the feeling I get is that it is a no go. So, when a guest on these podcast first words are “But it is a Cyclical”, does that mean to avoid. Nobody says we are in the right cycle now to buy this or in this cycle we would not buy this. Does anybody know when a cycle starts or is it always after the event?
A fairly late question that thanks for any insight for future guidance.
There was a period last month where, if you held SPL shares, you could sell the shares and purchase the rights for a reasonable margin. I did this but wondered why it looked like a no lose situation to me I thought there must be something I had overlooked. Now I wish I had been more decisive. Does that situation occur at times even with MM portfolios?
Now that the trend seems to be establishing do you still see value in SPL or should I take some off the table.
Regards
Peter
Hi Team,
What is your verdict on CTD? Is it a basket case & not investible? Do you have any info when ASIA CREDIT TRUST is going to be listed? What is your opinion on its investment potential?
Thx
Hi guys,
So I am one of those investors trapped in the Corporate Travel disaster. In my years investing, I was never caught in these sort of issues and I’ve never paid much attention to what happened to other trading companies in similar circumstances.
Hi James,
What is MM current view on MA Financial and why has its share price dropped so steeply this year including post results?
As a long time holder of WLE, I am suspicious that the 20% sell off in WAM last Friday will be replicated by other Wilson group funds as they continue to pay dividends which do not seem in step with current dividend yields from the major yield stocks that they own. Dividend cuts seem inevitable. Is this a fair assumption?
Is MM planning on holding the Bank Hybrids you have in the Income Portfolio to the redemption date? I have several Bank Hybrids in my super and my stockbroker is suggesting I should consider selling them while they are above par and put the money into other fixed interest assets like corporate bonds. When and where will you move your Bank Hybrid money to?
