Archives: Questions And Answers

International Portfolio and Currency Rates

June 28th, 2024 by

Hi MM,
If, as implied, interest rates in Australia rise while those internationally fall, the A$ should rise.
How do you account for the impact this may have on the performance of your international portfolio?
Regards,
Peter

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ASX Real Estate Stocks

June 28th, 2024 by

Hi MM,

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Has the market forgotten Lynas (LYC)?

June 28th, 2024 by

Happy New Financial Year MM!

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Thoughts on Red 5 LTD (RED)

June 28th, 2024 by

Hi James and Team
Can we have your current view on Red 5.
Since the Red 5 and Silver Lake Resources merger Red 5
seems to have come off more than other gold stocks.
regards
Debbie

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Thought on IPG and TLX

June 22nd, 2024 by

Keen for your thoughts on IPG and COH.

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Thoughts on HLI Helio

June 21st, 2024 by

Hi MM,

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Q&A -weekend report – DRO & SUN

June 21st, 2024 by

Hi James and Team
Your thoughts please on DroneShield ($1.70) and Suncorp($16.80 ). Both have hit YTD highs today.
Would you be taking some profits on DRO or let it run for now? What are some of the Broker valuations on DRO?

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Genusplus (GNP) Outlook

June 21st, 2024 by

Hi Team
Interested if you have an updated view on GNP? The financials look pretty solid and forward PE looks good also. Wondering if would consider it a buy at these levels?
Thanks
Alex