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Archives: Questions And Answers

Upcoming dividends BHP, FMG and NHC

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Hi MM,
What are you expecting for upcoming dividends for BHP (in USD), FMG and NHC?
Thanks,
Peter

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Unexplained largish movements

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Is it my imagination or are the number of companies that have a largish down movement only to bounce back later increasing ?

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Is it time to buy the fall in quality mining stocks &/or GQG following their latest FUM nos

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Hi,

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Thoughts on Mineral Resources (MIN)

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thanks for all your comments, great help for smaller investors in their decision making and makes Saturday reading essential. Regarding Mineral Resources, recent negative publicity surrounding the CEO has caused a substantial price fall in value of company’s shares however amounts involved in these comments ,although noteworthy/newsworthy , aren’t significant to the overall value of the company it has a diverse list of minerals perhaps only on much smaller scale to the majors BHP and RIO. In addition it is hard to see these negative comments having a significant effect on its basic extensive and well regarded contracting business net assets of the company which had respected analysts tipping share prices of $60 or even more only a few months ago are still the same apart from the very poor way all matters have been handled by the board [including the CEO] , it has not reduced materially the net assets of the company only the way it is regarded by the broader investing community, as such , a brave buyer at today’s price should benefit when time diminishes memories of some of past poor actions obviously the appointment of well recognized and respected CEO and chairman and overall strengthening of the board will be welcomed.

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USA exposure

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Hi James,

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What value does AAIG shares have I hold 330,000 shares

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What value does aaig shares have I hold 330,000 shares?

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Positions in CSL Ltd (CSL)

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Hi Team,

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% of Portfolio Allocation Clarification

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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?

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Where to invest for exposure to data centres?

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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?

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Outlook for Bowen Coal (BCB)

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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

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