Archives: Questions And Answers
H , please advise your thoughts on RED now the merger has been completed, many thanks Alan
Before asking my question, I would like to thank you for the valuable opinions and analyses of the macroenvironment and stock selection. They brought me quite a lot of successs.
Now a question on COG. I noticed the stock has drifted down continuously and has almost reached the support level. With a dividend yield of >8% fully franked, do you thnk it is now an opportunity to buy or it could be a dividend trap?
Codan has risen substantially. At $12 is well in excess of its fair value of $10.54, but it still seems to have momentum.
Yal has risen substantially in recent times. According to Morningstar it is still undervalued at 7.42 (8.09). It still seems to have momentum and pays a very high dividend in September. It is listed as a strong buy. Your advice?
Hi James…Is WLE a good investment? It looks like it pays a high yield? Would you be a buyer at current levels? Regards, Chris S
Hi MM,
Firstly, I appreciate you responding to Q&A submitted questions. This is appreciated.
My first question – do you view FMG as a longer term income stock? With Simandou possibly online next year (at low volumes but ramping up quickly through to 2027, and then further expansion 2027-2030) and forecast oversupply in 2025, iron ore prices will likely drop.
The dividend income is great but if the stock share price tanks in the next few years due to iron ore oversupply, the capital loss will override the dividend income.
How do you view this possible scenario playing out with FMG?
I’m not sure or enthusiastic about FMG’s green hydrogen strategy which is soaking up plenty of cash.
Regards,
Peter
Hi James and Team
Can I have your current view on FEX – Fenix Resources.
Fenix to restart mining at Shine.
regards
Debbie
Hi Guys, Congratulations on your great service.
I have been holding funds in the Van Elk etf subd which has performed very well .
My question is do you recommend this as a good alternative to a bank term deposit also what will cause it to underperform.
Cheers Graham.
