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Latest Q&A With Our Experts
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
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.
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
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.
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.?
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
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.