Archives: Questions And Answers
Hi, I’ve been exploring investing in India and was thrilled to get a call from you about a recent question I had running it to Easter. Thanks so much.
Greetings and many thanks to your valuable insights that help guide me in my investments. I look forward to your daily emails.
I am expecting that the US Dollar will decline through 2025 and therefore thinking when some profits might be taken.
Is there a threshold for a potential US Dollar decline that would be a catalyst for MM to sell US stocks? What is your view in this matter?
Thank you and kind regards, Bob
Not a question but an observation. The morning of the Trump tariff news, I was about to leave the house for a 2 week holiday. My portfolio was all red so knowing that I could not trade while away I sold half of my portfolio during the next hour. On return I found that if I had done nothing I would have been 0.2% better off!
Hi As shareholders of AIC, have you considered what the effect the potential closure of Glencore’s copper concentrator in Queensland will have on AIC. Thank you.
Hi James,
Given the compulsory Super Contribution SG Rate increases to 12.0% July 1, 25 and Australias fascination with simplified, (easy) ETF’index passive investment, this has created a giant ponzi scheme in my view for certain sectors. Witness the crazy otherwise unjustified rise in the CBA Share Price. ETF passive funds must continue to BUY the index and with the compounding effect of compulsory Super @ 12.0%, on everyone employed, –this has distorted the local Market.
Hello MM Team,
Please assist me with my ignorance! I have read in your report about FMG:
“Cash balance at $US3.3 billion, net debt at $US2.1 billion “. I am not sure, what the “net debt” actually is. Net of what?
Does this mean:
• they would have $US3.3 billion left, after paying off their US$2.1 billion debt, or
• they have US$5.4 but they have a debt to pay, or
• their real cash position is US$1.2 billion ($3.1-$2.1)?
Many thanks,
John
Hi James and Team
Your current view on James Hardie and how long u think before it might recover back to $50+.
Would you recommend the URNM ETF at current prices to get a wide spread of uranium exposure as opposed to adding to existing PDN and BOE holdings.
regards
Debbie
I am not a fan – as a person, a politician, a businessman, a Statesman or an economist – he fails. He is wrecking the US economy, of that there is no doubt. This nonsense will be contagious. The question is how bad and for how long? I’m too old and cranky to wait out another global recession, especially an unnecessary one. Care to comment?
