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Archives: Questions And Answers

Thoughts on BCB and LPD

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Although you have sold out of BCB and the stock is no longer currently on your radar. Has the capital raise had any positive effect or will they need to do another capital raise or consolidation before they see positive territory. What are your views.

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Allocation of capital

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Firstly, thank you for your service 🙂 .

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IPG

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I’ve been a member for 2-3 years and read your weekly Q&A for tips. IPG seemed to suit both for ESG and new economy ie renewables. My new investment seemed good at first but lately has fallen off like my other ESG investment in PLS. What is happening at IPD as there hasn’t been any adverse announcements? Also, can you comment on the whole ESG scene? It seems now coal shares is a better buy!

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WES

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Are WES overvalued at present, they are now only yielding about 2.8% and are near their record highs. Can they maintain their growth?

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Thoughts on Boss Energy (BOE)

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In your 19/11/24 opinion article, BOE was at $3.07 and you guys thought it was a decent risk/reward price. I am looking to buy some asap, at $2.51 today’s price. Do you have any further opinions of today’s price?

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rfgda

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Hi , I was asking recently about RFG , they have changed the name and my number of shares and I can not get any idea on is a good thing or bad ? , They had a big jump in share price Thursday .
Any thoughts
Thanks Glenn G

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Invocare (IVC) B Shares

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I had Invocare (IVC)  shares and received a partial payout. I was left with some B shares. How do I sell these. No one can give me an answer. Can you?

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BABA – Alibaba- the impact of the US election and China stimulus

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Hi James,

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International shares AXON and MU

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Hi team
Would you please be able to shed some light on 2 US stocks getting some airplay at present? Both showing positive forecasts & in the Tech space. They are Axon Ent (AXON) & Micron Tech (MU). Are they likely to make your hit list anytime soon?
Thanks heaps. Have a nice (US) day.
Glenn

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APA Gearing

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Hi team,
You have just added APA to the growth portfolio and sold AGL. Could you please explain why the gearing is not an issue for APA at around 380%. I thought maybe this is normal for this type of business but see AGL at a net of gearing of 32%.

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