Analyst Q&A
We are making a few changes to how our members can ask questions and find answers about our analyst recommendations. From 31 July 2020, our analysts look forward to discussing their research with you via the Comments section at the bottom of all our articles and recommendations.
Latest
Blackmores SPP
Hi There II What is your opinion re Blackmores SPP. I know the Growth portfolio sold it's shares of BKL...
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Answered by Nathan Bell
Fairness in capital raisings
Can you explain, with all the capital raisings, how it is possible for companies to discriminate between wholesale and retail...
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Answered by James Carlisle
How many stocks?
Hi team, In a recent podcast, James C mentioned that he runs a very focussed portfolio of about 8 stocks....
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Answered by James Carlisle
How do rights issues work?
Guys, I have a general investing question. Just wondering if someone could explain why a company would raise capital through...
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Answered by James Carlisle
NAB SPP - Missed opportunity
You guys have been pretty hard on the banks and I didn’t participate in the capital raising for NAB at...
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Answered by Nathan Bell
IDX
Hi I noticed that IDX has been sold by two of the model portfolios on valuation grounds. Given IDX is...
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Answered by Nathan Bell
Sydney airport's competitor
Hi. I have a few questions about Sydney Airport. Although Sydney Airport is a monopoly now, Western Sydney Airport is...
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Answered by Graham Witcomb
Worried about New Hope
Hi, New Hope still seems largely undervalued, there are two issues that worry me though, first a lot of the...
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Answered by Gaurav Sodhi
Another No to gold
Hi Gaurav I think you did not really answer the question posed in 'We will never cover gold'. It was...
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Answered by Gaurav Sodhi
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