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Archives: Questions And Answers

Your thoughts on Dicker Data (DDR) and Deterra Royalties (DRR)

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Hello Esteemed Team,

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Top Three Income Portfolio Buys Now

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Which of your current Active Income Portfolio stocks would you buy right now from scratch and why?

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Emerging Market ETFs

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If the US$ heads lower, investors will look to other markets for returns. The price of emerging markets ETFs have increased recently. What is your view of these ETFs, eg EMKT? I note your core portfolio does not have any.

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A Hypothetical Scenario

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Hello again Gents,
I do love these Q&As – always very informative.
So, let’s assume that a US recession is inevitable and let’s assume that you’re too old and tired to sit it out and wait for the recovery.
What sectors do you exit from and what, if any, are worth holding?
Let’s also assume that you’re heavily invested in commodities like gold, silver, platinum and uranium and you’re staring down the barrel of the recession, but also a failing $US – a contra-indication?
Please hypotheticalise (my new word) away.
Thanks as always.

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Yield Options / RUL indicative proposal

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Hi MM,

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Lynas (LYC), US/China Rare Earths and Governments playing in public markets

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With developments in recent months in RARE EARTHS with US Govt taking an equity stake in MP Materials and also underwriting the produced NdPR price (and also the Aus Govt taking a stake in LTR), do you think Lynas Rare Earths (LYC) is going to be setup for continued share price strength, or is the market going to lose interest now that they have doubled in 3 months and also done a capital raising at a new all-time high? Your outlook for the LYC opportunity please. Done and dusted, or just getting going? – Paul.

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September Seasonality figures

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Do the figures you quote for average loss and percentage of times the ASX or other indices fall in September take account of the significant dividends that are paid out during the month?

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Bonds, The $US and Gold

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Hello James and Team,
I own gold stocks physical, Etf and also mines and therefore paying attention to the outlook on US$.
I heard an interview on CNBC in which David Malpass former Head of World Bank and worked in Trump 1 Admin. He said that Fed models are outdated; yield curve needs to be lower because the economy is strong and growing,; growth does not cause inflation.
Importantly, he said that the US dollar is ‘worth defending’. Most economists see the US$ declining and I think I heard Trump saying that he would like a lower US$.
What is your view on the US$?
Kind regards, Bob

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VanEck Emerging Income Opportunities Active ETF (EBND)

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Hi James I’m interested in investing in EBND for income. How often does it pay distributions and what is its current yield? Do you think its a good investment? Many thanks Chris

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Light & Wonder CDI (LNW)

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Hi Market Matters Team,

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