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Hi James & Team,

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Hi Team ,

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Hi James and Team
Can I have your current view on Xero – It’s reached a YTD high $145.03. You trimmed 1% in July around $140.
At what price will you be selling or trimming or are you holding longer term?
regards
Debbie

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Dear James / Shawn, Which 3 countries / regions do you feel will present worthwhile investment opportunities over the next 2 years ? There is some commentary about the value of investing outside the USA eg. Japan, Asia, Europe, emerging markets etc. Are you able to rank your top three? John

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Hi MM,

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Hi,
1) Like MM, I also got into FMG too early but my holding is small (<1%). So my question is, is it a good idea to top up at current levels below $17 coming into a dividend paying period? Do you see much further downside to the iron ore price?
2) Do you have a view on WK Kellogg Co (KCG US)?

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Hi MM,

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Hi Team,

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What are your latest thoughts and direction of uranium stocks?BOE & PDN lately have been dropping ~ are they worth holding or time to get out?

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These sound really great and a great step forward for investors that do not need advice, but rather a low cost well managed core portfolio.

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