Q&A

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.

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Latest Q&A With Our Experts

Jon Mills Answered by Jon Mills 1h ago

Reckon Doc Management business

Q.  

Hi guys, Thanks for the fast review update on Reckon (RKN). As part of the de-merger process for the Documents Management Business- 'Newco', shareholders will have the ability to increase their exposure to Newco through a capital raising near the time of de-merger. Will you be reviewing the valuation terms for the new equity issued in Newco once the capital raising is announced? I'd like to stay exposed to that segment of the business, particularly at a time where the UK pound has depreciated markedly against the Australian dollar since the Brexit vote. That said, I would anticipate your coverage on Newco to cease once it listed on AIM. Thanks

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James Greenhalgh Answered by James Greenhalgh 23h ago

IDP Education also caters to international students

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Hi, apart from Navitas, is there another listed company that caters for overseas students? Thanks.

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Philip Bish Answered by Philip Bish 2d ago

Vanguard International Shares ETF

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Hi Guys, I am thinking of buying ($ cost averaging over the next couple of years) into an ETF that tracks an index. My reasons are that I would like to have more exposure to non-Australian stocks. Whilst I have a handful of NYSE/NASDAQ common stocks, I feel that a percentage of my portfolio tracking an index (eg MSCI) would be a good additional way to expose my portfolio to more overseas stocks. I have been influenced by Warren Buffet's latest Letter To Shareholders (10 year bet against active managers and also that over the long term it should do better than cash) I am thinking of buying into Vanguard ETF Non-Australian MSCI (ASX Code : VGS). I would love to get your thoughts on whether this would be a good choice given my rationale above. I am aware you don't give individual advice, but rather, I would like to know if you think there are superior ETF's to VGS. Thanks in advance. Regards, Ian

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Philip Bish Answered by Philip Bish 2d ago

CGT charged twice on an ETF investment?

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Hi Is capital gains tax charged twice in an investment in an exchange traded fund (ETF)? Once when the ETF sells shares and then when the investor sells out of the ETF? Also, do existing shareholders that hold an ETF incur any tax liabilities based on the performance of the ETF when other shareholders sell out of the ETF as opposed to a listed investment company (LIC)? Thanks.

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James Carlisle Answered by James Carlisle 2d ago

Maximum recommended portfolio weightings

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Hi, I'm sure you have written about this 1000 times before, but for some reason it's not sinking in for me. When looking at portfolio limits - should I be looking that relative to my share portfolio - or my overall portfolio? For example. If a stock as a recommended Max weighting of 6%, is that 6% of my shares? or 6% of shares plus cash that is 'reserved' for investing? or 6% of shares + funds + cash reserved for investing? I had been looking at it as the last one, shares, + funds + cash that I plan to invest - it's actually the display in the InvestSMART app that has made me want to check as it shows weight of just shares, which makes some of my holdings feel too big. Thanks and have a good weekend,

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James Carlisle Answered by James Carlisle 2d ago

Statutory v underlying earnings

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I understand that all reporting, whether it be half or full year are subject to audit. My concerns are whether or not the audit infers approval of company presentations reflecting "underlying" results i.e. are the extraordinary items included in a report audited or are they simply the directors view of some bad luck they had during the relevant reporting period. It can be quite confusing as it's possible to see one journalist report a company profit while another reports a company loss, the variation resulting from the reporting of statutory profit as opposed to underlying profit. Simply browsing a summarised version of a result is no longer sufficient which makes it harder for the punters out there. I have shares in Decmil who presented a classic case of what I'm talking about. How reliable are director's views of what they consider extraordinary.

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James Carlisle Answered by James Carlisle 2d ago

Averaging down on iSentia

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I purchased iSentia shares at $3.30. They have more than halved. Should I buy more to even out my loss? Rosalie

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Alex Hughes Answered by Alex Hughes 3d ago

IGL and OVH a Buy?

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Are IGL and OVH a buy, thank you.

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Jon Mills Answered by Jon Mills 5d ago

W-8BEN form for Resmed and News dividends

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For those who may be unaware and who hold Resmed (RMD) and or News (NWS), your dividends will be taxed by the USA at 30% instead of 15% unless you complete a form W-8BEN for each company. Furthermore a new form needs to be completed and lodged every 3 years. The form can be downloaded from Computershare and this link gives a bit more information on how to complete it.

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Jon Mills Answered by Jon Mills 6d ago

Capitol Health share purchase plan

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Capitol Health (CAJ) is offering existing shareholder more shares at 14 cents. What is your view on the company and on this offer ?

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