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Archives: Questions And Answers

Around The World With ETFs

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Firstly, most of my questions that arise are usually answered in your daily reports and I appreciate that.
I read your “Around The World With 7 ETFs” and wondered if you could nail it down even further. In terms of pure growth, which one fund would you choose – Asia (even though China is a bit tech-heavy) or something else? And given the $US trajectory, would you hedge? I don’t mind which exchange it’s on. Thank you.

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Your thoughts on GQG Partners (GQG), SmartGroup (SIQ), and Dicker Data (DDR)

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Hi Guys,

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Eli Lilly & Co (LLY US)

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Thoughts on LLY. Their Q2 results appeared excellent but stock fell 14% which appears to primarily be a reaction to their results from the obesity pill trial where patients discontinued the trial due to adverse side effects and also lower efficacy compared to Novo Nordisk pill version.

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Gold Takeover Targets

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Hoping you’ll allow me two questions this week. You listed Bellevue Gold (BLG) as a potential takeover target. I’ve long had my eye on Predictive Discovery (PDI) whose share price continues to climb, with Perseus Mining (PRU) having a significant stake and Lundin Mining and Zijin Mining showing interest in PDI’s potential. Would this not be a strong possibility?

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Elsight Ltd (ELS)

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Team, Would love your thoughts on ELS. What a trajectory, but seems expensive? Better ways to play the defence/tech thematic?
Regards,
Young

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CSL Ltd (CSL)

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Hi James, have held CSL for some time in our portfolio. What are your current thoughts on the stock with increased rhetoric from Trump around tariffs on health care? Thanks, Peter

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Bowen Coal (BCB)

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Hi I have a small holding of BCB looks like they have been taxed out of existence by Government royalties I always thought they would make a good take over target but also become viable and a good story , I know you guys got out of this a while back , looks like I should have followed you on this one , Do you know what happens now to this company ?

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Small caps v large caps

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Hi gents.
I have seen various charts from fundies and strategists showing how small caps are trading at very large (near record) discounts to the big caps. And therefore value resides in the smalls. What are your thoughts on the topic? Both globally (or US) and domestically. And if you agree – and you wanted exposure via ASX listed ETF’s or LIC’s – which names would you favour. Cheers M

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Comments on Calix Ltd (CXL)

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Hi MM.

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Washington Soul Patts (SOL) and Brickworks (BKW) Merger

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Dear James and Team

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