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Hi Esteemed Team,
A friend of mine is on a kick about only investing in the bluest of blue chip stocks. I suggested Treasury Wine Estates as it is a global force with a superb supply chain. The company has limitless expansion POSSIBILITIES. Moreover, it is predicting significant fully franked dividend growth. He disagrees. What is your opinion on TWE.

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Hi Guys,

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Hi Team,
I hear everywhere about “underlying inflation”, “trimmed inflation” and “mean inflation”. To me, a very ordinary, average person, inflation is inflation. Could you explain what is the difference, please.
Regards,
John

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What is your view on uranium? Is it near the bottom? I have PDN which has lost 20%, should we hold onto it or cut loss? Thanks.

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Hi , I bought into BCB when you guys did but did not get out when you did , it has continued to slide I thought it can not go lower as we all know COAL will be needed for a long time yet , The climate cult is not facing reality in my view , The other producers I own WHC , NHC have made me money so why does BCB continue to fall ?…….And I own some GQG but am under weight what is your view on this stock , buy , hold , sell ?

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Gentlemen

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With interest rates almost certain to begin cutting in the USA by September, what is your position on REIT and index funds that offer broad exposure to this such as VAP.

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Hi Guy s

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This one is more a correction for the record than a direct question.

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Hi James,

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