Q&A

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Welcome to our Q&A page. This is the best place to ask us questions that relate to stocks, recommendations and investing generally. Within those parameters, we'll try to answer any questions you might have, although at busy times it might take a few days for us to respond.


Latest Q&A With Our Experts

James Greenhalgh Answered by James Greenhalgh 19hrs ago

Nine's stake in Domain

With more information coming out about the newly-merged Nine/Fairfax, does the outlook for Domain change at all?

Mickey Mordech Answered by Mickey Mordech 2d ago

URW Question

Hello there, I note your recent articles on URW and are looking to purchase. Among my reasons are: more than 20% below the II BUY recommendation Increasingly my international exposure Income I see the indicated dividend return of around 7%. When I have tried to look up the financials on both the II website and commsec I can’t seem to find this yield. Is there a long term history of paying this dividend? How confident can I be in factoring the amount and consistency of this income into my assessment to buy? Kind regards

Mickey Mordech Answered by Mickey Mordech 6d ago

Thorney Opportunities & Thorney Technologies LICs

Thorney Opportunities Ltd (TOP) & Thorney Technologies Ltd (TEK) Both these LICs are trading well under their NTA (ie TOP @ 19% discount; & TEK @ 9% disc). I read an informative article about Alex Waislitz at https://www.afr.com/brand/afr-magazine/2018-afr-rich-list-meet-alex-wais... InvestSmart's Kohl interviewed the Gowings LIC's honcho. But most of their investments aren't listed. So the discount to NTA could be rubbery. Could the II Team analyse the Thorney LICs please? A gig for Alex Hughes? Is this an opportunity to invest alongside the Pros.

Mickey Mordech Answered by Mickey Mordech 6d ago

URW Question

i Have been slowly accumulating URW on your Buy advice. I have a contact(family member in Munich). He is relocating to Sydney so did not have the time to fully research for me. His initial thoughts 1. Shopping centres are a 20th century investment-the business model is dying around the world. I can"t remember the last time we went to one, we buy most things on Amazon or over the internet. 2. I like that they have airports,conference centres and office space. 3. The 2 Westfields in London are very popular. They are almost like entertainment districts than Shopping Centres. He comments 1H18 earnings of 37.5c. So possibly 75c for the year. Thus a P/E of 15 which at first glance is not overly cheap. I bought to avoid franking problems if Labor get in. Do you still have it as a strong buy, and could you give reasons. My ibformant is a 40 year old highly paid professional at a major company(cannot name). He is re-locating for life style with his wife and two little boys after 10 years away

Gaurav Sodhi Answered by Gaurav Sodhi 6d ago

BHP's buyback offer

The BHP Billiton Limited Off-market buy-back tender closes soon. I don't seem able to find any II thoughts on the offer. Have I missed the advice, or if not, does II have any thoughts on the buy-back? Thanks Ward

James Carlisle Answered by James Carlisle 1wk ago

ARB Corp below buy price

Can you advise whether your Buy recommendation at $17 for ARB still applies? I understand from your Q&A that a review is imminent following the annual report and update in October. The stock is now well below $17 at $16.58 but I’m wondering if your review will lower the Buy price to reflect current weakness.

James Carlisle Answered by James Carlisle 1wk ago

Cash in portfolios

I notice that the II Growth and Income portfolios are holding around 15% cash. Is this because of the market volatility / waiting for better opportunities to invest etc.?

James Carlisle Answered by James Carlisle 1wk ago

Do portfolio weighting limits take account of cash?

Hello, Regarding portfolio limits: does the percentage limit include the cash component of the portfolio or is the percentage limit a percentage of the equity portion of the portfolio only. Thanks, Robert

Mickey Mordech Answered by Mickey Mordech 1wk ago

10 best stocks for dividends

what are the current best 10 share stocks on the ASX for dividend return

Mitchell Sneddon Answered by Mitchell Sneddon 1wk ago

Differentiating between ETFs

Dear Team, Now that I am 80 and retired I have decided to use ETFs as part of my portfolio. I have selected ASX200 ETF, but I am confused by the plethora of different issuers. Could I ask you for your general opinion which would you recommend as the best and safest? Thank you for all your help over the years, Michael.

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