Archives: Questions And Answers
Hi MM,
RHC is having steady revenues and no major negative news. Is it a good buy at $46-$47? Can we expect some pullback from the current lows and higher levels in next 8-12 months or so? Thank you.
Hi guys, sorry, it’s the 2nd question from me this week.
Back to the local index, ASX200. If resources finally get a kick up the bum and fingers crossed, we finally start to see rates drop towards the end of the year, would this not carry the ASX into new highs? I’m thinking as soon as rates start to ease, new builds may increase giving the banks more mortgages to issue. As we know, they don’t like passing down the rate drops to quickly, so again, increasing their NIM can only be a good money maker. The combination of resources and financials is normally a good combo for us. How much of this may be priced in already in anticipation. Even with the banks so high, surely there is no one left to sell from the big institutions.
Regards,
Simon
Hi , I have looked at APA it is below $8.00 seems to be in the buy zone yet it,s price to earning is still so high is there a reason for this and how do you rate this company ,
Also I am looking back at PLS seems to have formed abase around the 3.00 is it worth getting back into ?
RFF I own but am under weight do you see any growth from this company ……Thanks I enjoy the Q and A each week it is good to see what others are looking at …..Regards Glenn G
Hi MM,
I know APA recently notified the market of a pipeline impairment charge but their price has languished significantly recently. Are there concerns about their recent Alinta purchases that are driving the price lower? Is it standing out on price as a strong dividend stock?
Welcome your views,
Peter
Hi MM,
The market appears not to have taken too kindly to NHC’s convertible note issue. Are concerns justified or is this a temporary blip?
Regards,
Peter
What is your opinion on the following 2 Asian stocks which seem to be at an inflection point: Longfor (HK) and MGM (China).
What is easiest way to invest in these as CommSec only allows US shares for the International Portfolio.
Hi James and Team, would appreciate your thoughts on these 2 fund managers are they a dividend trap?
Hi guys, thanks again for the daily views and the effort which goes into it.
While I appreciate you prefer to stick with stock selection, I trade cfd index when short of time to keep a finger in the pie.
Can I get your updated views on a few indexes please?
Hi Team, Appreciate your opinion on the outlook of this stock. It has gone up parabolically in the last 2 weeks.
