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I notice that you are starting a hybrid income portfolio via InvestSMART. This puzzles me in that you have always been negative on hybrids and there are no recommended buys or holds. If you now consider some of the hybrids as sound income investments, how about some recommendations?
Hi Jon I have a question regarding the “CREST Member Account” in "Step 2" of the CREST Details Form for the shares of GetBusy Plc. My broker is CommSec and CommSec International. Is the "CREST Member Account” my unique CommSec International account number? I tried to check with CommSec but they asked me to check with ComputerShare, who then asked me checked with CommSec. Would greatly appreciate if you could help me with this as I do not want to receive the shares in certificated form. Thanks
Hi guys, I hold Reckon shares. I am unclear on what's going to happen with the GetBusy shares. My broker doesn't deal with AIM. If I do nothing, what happens? Or if I take up the rights issue, how do I sell them on AIM. What's the easy way out of this without losing money? Many thanks Peter
Hi Gaurav, sorry another question from me re Amaysim. I'm trying to get my head around the company. (1) What is your calculation of free cash flow? And where do you think cash flows are heading going forward especially in light of even more competition in the sector? (2) I appreciate your comment that online reviews hold little value, but it it's hard to look past all the bad reviews it is getting. Sounds like perhaps customers don't get their more web based model versus a typical call centre centric customer service model. Any thoughts?, (3) any further clarity on why the CEO sold all of his ordinary shares?, (4) it worries me when a company plans to announce results towards the end of reporting season ie 28 August). Do you smell a downgrade coming? Thank you.
Hello II, I was wondering if Gaurav could give us his views on Santos at under $3 and Silex at about 35c. They are both stocks which are well off their highs from several years back and I believe Gaurav knows them well. I'm not asking for in depth research, just his straight-up thoughts on each.
Hi, I was wondering what you thought about two gold stocks specifically Evolution and Newcrest and either stock as part of a portfolio say to level of 5%? And at what price level? Or is there another gold stock that you think is worth looking at. Many thanks.
Monash IVF, Virtus Health and Healthscope all seem to be struggling to improve their revenues for the 2017 financial year. Monash and Virtus seem to be comfortable that a correction to a 3% revenue increase will occur in the future and that the current static revenue trends are a bit of an aberration. I'm concerned that their issues are more related to the fact that private health cover is being taken out by fewer people each year and that's at the heart of the issue. Because the age mix of our population provides more elder people each year the instances of claims increase accordingly and, therefore, the cost of health cover increases by more than inflation on a regular basis. Do you believe that health stocks that rely on consumer demand such as the three I've mentioned may be compromised in the future because of rising private health cover.
Hi Having bought some Amaysim shares on your recommendation, and then having topped up I was very disappointed that within days of topping up Julian Ogrin the CEO sold all his ordinary shares in the company. I'm surprised that you have made no comment regarding this, as I always understood that a director selling shares in his company, let alone the CEO selling all is a vote of no confidence. Or perhaps you feel that after the large price fall we should use the opportunity to 'top up' further? Regards Geoff
Tim Treadgold, re your latest piece "Is oil set to float?" I was wondering if you had taken this into consideration? http://business.financialpost.com/news/transportation/fossil-fuel-vehicl... The reason I ask is that if true, how much impact would this have on oil consumption and hence price etc. Of course shipping, air transport, plastics, and some heating will still use oil, but I can't find details of the percentage of oil that vehicles use globally. Hope this makes sense. Cheers! Michael Croft