Archives: Questions And Answers
I’ve held a parcel of ASX-listed uranium stocks since early 2019, adding to the holdings here and there along the way. Right now they’re up 41%, so not a great return yet. Yes, they’re volatile, I accept that. But they still haven’t attracted a great deal of interest from investors and things like Boss Energy, whose CEO was until recently the golden-haired boy, don’t help. Even amplified news about the sector hasn’t set it on fire. So, it’s been seven years and I know many other investors have walked away. How long is too long to wait? It seems that promises continue to be just over the horizon.
Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback.
Merry Christmas to James and team.
Hi team, thank you for your ongoing, valued insights.
Could you please explain your current view of FMG?
I note your ‘neutral’ stance on the Analysis page, but also see the stock is marked as Active within your portfolio listings.
Thank you,
Catherine
Hi
there is a school of thought that says that a new Fed , falling inflation and Trump could cause US interest rates to fall. This may drop the USD and could drive commodities higher (loads of coulds and mays I know). How would you approach a potential commodity price rebound (via ETFs) ? Since Gold has already rallied, the Oil price is dysfunctional, is there ETF for base commodities such as grains, coffee , not gold precious metals etc that may allow one to follow this type of trend? which commodities would be good for consideration in this situation?
Frank
Hi guys,
I am watching the price of DigiCo Infrastructure (DGT) which has more than halved in 12 months since its listing.
I checked your website and my understanding is that last time you looked at it, you considered it ‘interesting around $3.00.’ Are you now really interested, or have you lost interest with the price falling to around $2.30? What are your current thoughts from both future share price growth potential and collecting the 4% dividend along the way for income?
Kind regards
Chris
In this current economic climate a good one to persist with the IAF ETF?
Hi M&M, can you shed some light on Neurizer NRZ continuing trading halt? Will they ever trade again or will they disappear. Also, if the market corrects do you think gold will go south with the correction? Thank you. Keep up the good work.
A rising tide lifts all boats. Within a diversified portfolio I do like to include a few ‘educated’ punts. How do you think these small punts (pun intended) will fare in the rising tide that is base and precious metals? Because they are certainly still playing catch up.
