Archives: Questions And Answers
What are your thoughts on HIMS & HERS as a medium-term investment?
Good morning guys,
Hi guys, after CSL’s huge drop after its results I’ve seen a lot of commentators come out saying its a buy. I note that you don’t plan to average down but if you weren’t holders would you be buying? Notwithstanding some of the uncertainty, its trading at the bottom of its range of the past 5 years and I’m looking for reasons as to why this isn’t a screaming buy? All the best, Josh
Appreciate if we I can have your views on two uranium miners (PDN and BOE), especially what would make you pull the exit trigger and at what price you would consider exiting.
Hi MM,
Given the poor announced result, is DMP a yield play for the longer term at current pricing.
Regards,
Peter
Very much enjoyed and got value from Thursday’s Morning report! While you would not swap APA for AGL, can you also please clarify if you would sell AGL for APA, or do you think the relative recovery potential for AGL (for existing holdings) is better than additional growth potential from APA?
I was looking at the chart of one of the Uranium ETFs this week (pity I couldn’t attach it). For the past 12 months there have been heavy trading volumes, both buy and sell. In fact, they almost cancel each other out. Obviously, traders (and bots) take advantage of the volatility in the sector, but are their volumes enough to actually keep a lid on the share prices?
