Archives: Questions And Answers

The “Magnificent 7”

March 8th, 2025 by

Of the MAG7 what would be you top picks in the current pullback? Are you targeting any for the international equities portfolio and when would you enter?

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TTD

March 7th, 2025 by

TTD has dropped almost 50% since its results. Is this a table thumping buy at these prices?

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Clinuval Pharmaceuticals Ltd (CUV)

March 7th, 2025 by

Hi James
Quite a while since you reviewed Clinuval Pharma. The Share Price has fallen against a reasonable Report for FY 24 and quickly rebounded today up ~5.0% (Wednesday).

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Thoughts on Genesis Minerals (GMD)

March 7th, 2025 by

Hi Team , Would appreciate your thoughts on GMD they seem to be in a good position with more mines opening up as they have the highest grade open pits in WA . Do they pay a dividend ? Cheers Craig

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Hi guys
I see you have A1M in your portfolio and i own it two. Ive noticed that a director has bought a lot more shares for himself recently. I view this as a positive and have since purchased more shares in this company. Are you guys still bullish on this company
Thanks
Tony

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Kelsian Group (KLS)

March 7th, 2025 by

The price of KLS has fallen significantly in the past year and is now back around the levels in 2020. The business has some significant capex issues at present. There are some asset sales in progress to sure up the balance sheet. This appears to be a solid business in an essential infrastructure like space with decent long-term prospects. Do you have a view.?