Archives: Questions And Answers
Hi! James, what is your thoughts on PLS, a lot of platforms are saying it’s a sell, should we hold on?? Also has gold gone to high to buy from a risk point of view, As a general question do u feel there is going to be a major correction in western economy’s in the near future due to excessive debt levels, or just a normal correction. There is a lot of talk re USA debt to GDP of opprox 100% but Japan it is 260% and they have not collapsed. I know you don’t give financial advice , your gut feeling? Thanks for your daily reports, As a loner they are perfect for me. I need a different perspective to prevent myself going into La La land.
Hi James & Team,
Can I have your thoughts on TPG now that the capital return/dividend @ $1.61 has been paid. Would you take up the reinvestment offer they recently released? Thank you
Firstly, of course thank you for your great service and help in navigating the market.
Secondly, I noticed that quite often you are using the term
“cautiously bullish”?
Hi James,
I have read some recent articles citing tough competition XRO faces in its US expansion, specifically Livewire’s November article, which names Intuit (INTU) as a significant challenge to XRO’s US plans. The article highlighted INTU’s scale and footprint, noting that its annual R&D spend exceeded XRO’s annual revenue and that a considerable portion of this spend was devoted to developing AI for its platforms. Seems like a tough ask of XRO to compete amongst players of this size and scale. Does MM have a view on this, and how does it impact or shape your investment thesis for XRO at these levels? I currently hold XRO at slightly higher levels than the last traded price.
Regards
Andrew
Hi James & Team,
Hi MM.
I remember Renee Rivkin advising never to accept the first offer. Do you agree and with respect to NSR, what price would consider a time to take profits.
Hi Gentlemen, in the morning podcast you share the performance of the global Commodity ETF’s to provide insight on how our local resource stocks may perform, is there a good ETF to track to predict how our Critical mineral stocks ie ARU,ILU May perform. Thankyou in advance. Regards Jeff
