Archives: Questions And Answers
Hi Guys
In Tuesday’s morning report the statement around “Sell in May, and Go Away” was said to be wrong with positive returns in May, June, July & August on average over the last decade. Wobbles only being seen in September & October.
After reading your summary of the Blackstone results this morning I was wondering if the sector in general has been over sold and a ETF like GPEQ is looking OK after a draw down. Or should we be more selective on individual private equity stocks.
Dear Team, Any reason why COG has been dropping over the last several months? Can you see the light at the end of the tunnel? Have you got an entry price into the stock in mind? Thanks
Hi Team,
Hi James and Team
Your current view on Nick Scali, JB HI-FI & Lovisa.
With higher inflation and higher interest rates expected
how do you see the consumer discretionary stocks to perform?
I know you hold Nick Scali & JBH in your portfolios. You would expect this sector would be where consumers would hold off spending. Would you hold off buying in this sector? In particular I’ve never gotten set to buy NCK – what price would you pay now?
regards
Debbie
My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing?
Regards Ray
Hi James and team,
This time I’d like to know your view on the rare earth space, and more specifically on ARU.
Do you prefer it over LYC?
From your perspective what would be a good entry level to any of them?
