Archives: Questions And Answers
Hi guys
I like both boe and pdn at these levels and im quite bullish on the uranium theme. My only concern in the short term is that trump seems in the process of doing a peace deal between ukraine and russia and if this eventuates it could see a sell off in these uranium stocks as russia has is a large uranium producer and may re enter the world market increasing supply. Your thoughts please
Thanks
Tony
Hi James and Shawn,
Thank you for the splendid service you are providing. I have a suggestion for a small improvement.
Would it be possible to include in the portfolio pages a “stop loss” and a “target price” for each stock?
Right now, I am in a situation, where I wish to free up some cash, to invest in an other opportunity. A stop loss or a target price would assist to make the choice, even if it was set some times ago, at the time of purchase.
Kind regards,
John
The ASX 200 has added approximately 6.6% in value since Dec 20 (less than 2 months). A/ Wondering which sectors or types of stocks have these gains mostly come from? And B/ What macro backdrop can they be attributed to? The “Trump trade”? Dropping inflation?
Hi, could i get you thoughts on Metcash please. Seem to be under performing of late
cheers
Peter
Hi, re PCI, I looked at ASX announcements after it dropped 8.5c to $1.115 on 3 Feb. I see that it has a net asset backing of only $1.10, and offers a DRP at this level. I recently added to my PCI holding at $1.16 as I was underweight. In hindsight, this was a poor decision. The unit price seems a bit volatile for a debt-based income stock eg v HBRD or QPON, and not sure why it trades above NTA? Do you know why it dropped 8.5c in a day? The DRP is also dilutive to buyers like me paying > $1.10 per unit.
Hi MM,
Is APA Group (APA) a “buy the dip” or catch a falling knife at current rates? I see you hold it in two of your portfolios.
Cheers – Mick.
MAC share price has bounced between $16-$20 over past year. They raised $150M in Oct 24 with Instos to tidy up Bal Sheet & prep for growth. Their price doesn’t seem to correlate too strongly with Cu price. Are they going to grow and make money, so being a worthwhile investment? Are they on your radar? If not, what would it take for MM to consider?
Thx Glenn
What is the price of AAIGL unit at 30 June 2024.
Hi James and Team,
