Archives: Questions And Answers
I was hoping to get your thoughts on LAU. The share price continues to slide, due to competition in transport. However, it pays a reasonable dividend, and is in a defensive industry – food, well food transport. Do you think the competition will ease, and if so, when or what would be a good entry point. Many thanks for all the great work, Mark
I’m looking to sell half of my PLS shares and invest the profit into AI stocks. Any recommendations?
Hi guys after reading your report today about ai and supporting the companies that are the picks and shovels of the ai revolution im wondering if you have come across the global x etf asx code ainf? This is an interesting etf that has companies that support the infrastructure of ai and includes copper, energy like uranium etc which will all be needed in increasing amounts to support the ai revolution
What are your thoughts on this etf
Thanks
Tony
Please tell me if I’ve got this straight because I am still concerned despite your reassurances:
US Govt debt is $38 Trillion. Interest on the debt is $1.22 Trillion.
Trump’s Tariff revenue (which he states is paying down the debt) is a mere $200 Billion.
Even if it reaches his projected $1 Trillion it won’t even cover the interest.
Yet rumours are that he intends to print $4.5 Trillion.
And he is also toying with handing out $1,000 – $2,000 ‘dividends’ to everyone.
Is this as ludicrous a fiscal scenario as I think it is and where else could the US economy end up but in recession and wouldn’t we follow?
I would like your opinion on the following shares – ABX, NXM and AAJ. Thanks Ray
Is it time to enter Wisetech ? Pro and Con ? “We continue to believe WTC is a world-class business, and we will consider averaging our position around the $90 area.”
Private Credit
Dear James and Team
