Archives: Questions And Answers
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
Hi MM,
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)?
Hi MM,
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?
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.
Hi Guys, interested in your thoughts on CMG now that the CEO has left to go to SBUX.
Does this materially change your outlook for the stock (CMG) going forward?
Conversely, does it also make SBUX a potential buy?
The following comments were in the AFR this week. The rest is behind a paywall but you can get the gist of what they’re saying.
KOV could you give me your opinion on this stock please
