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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

Graham Witcomb Answered by Graham Witcomb 21h ago

Any particular reason Virtus Health share price is getting smashed?

Hi, The Virtus Health share price seems to be getting smashed at the moment. Any particular reason for this? Is this an opportunity to buy more? Thanks.

James Greenhalgh Answered by James Greenhalgh 4d ago

Is NZ too small for Trade Me?

Hi there, I'm sure this has been addressed in one of your previous TME reviews, but after scrolling quite far back I couldn't seem to find much commentary on the topic. My concern with TME is of the long-term earnings growth potential in NZ alone, being such a small market (population apron 4.5M). I think attempting to go global would not be plausible with much bigger players such as REA group, SEEK and eBay already dominating the Aussie market. I notice you have frequently talked about the future benefit of 'premiumisation' of their classifieds businesses which I agree should be a great revenue creator.

But how long can you continue to gain revenue in this fashion? Buffet is regularly quoted for wanting to only buy businesses he has confidence in holding for a 10 year time frame. With TME I can see the revenue growth continuing through premiumisation over the next 2-3 years, but there must be an inflection point where they can no longer increase revenue in this fashion? Of course, I could be way off with this concern and I would love to hear how so if that is the case. Thanks

James Greenhalgh Answered by James Greenhalgh 5d ago

Amazon and opportunities in retailers

Hi, as Amazon comes into play in the market I find the whole of the retail sector has been dragged down. Do you feel there will be an opportunity in some companies throughout the retail sector? Especially those companies that are not competing against Amazon. Rob

Mitchell Sneddon Answered by Mitchell Sneddon 5d ago

What is the sell price for PGF?

I am a little confused, I have purchased shares in PM Capital Global Opportunities Fund Limited (PGF). I understand you currently have a HOLD recommendation. Yet, unlike other pages, there is no recommended BUY or SELL price. Could you, at least, tell me what your recommended SELL price for this share is?

Mitchell Sneddon Answered by Mitchell Sneddon 5d ago

Interested in your thoughts on FGX and FGG

Hi - interested in your thoughts on FGX and FGG. Thanks.

James Greenhalgh Answered by James Greenhalgh 6d ago

Propel and alternative trading platforms

Last Thursday two IPOs were newly listed on the ASX - Self Wealth (SWF) and Propel Funeral Partners (PFP). John Addis mentioned them both in a recent opine. Given a review has just been done on Invocare I was wondering what your thoughts were about the newly listed Propel as one of the competitors who is currently taking market share from Invocare. List price was $2.70 now currently trading at $3.22. I know the $16 M cap for self wealth is too small for TII to cover - I was more interested in your views about the merits of the share trading platform itself. Recently I cut back my use of Interactive Brokers as I was uncomfortable with the "lumping together" of all client trades under their banner rather than the individual investors HINs. But Commsec trading costs are steep relative to SWF. To your knowledge is the use of pershing and the chess system adequate protection for clients who use their service? Neil P.

James Greenhalgh Answered by James Greenhalgh 6d ago

Is Godfrey's the next OrotonGroup?

Hi guys, just after some thoughts on Godfreys? It appears cheap, is there any value there? Thanks Darren.

Jon Mills Answered by Jon Mills 1w ago

Thoughts on Abacus (ABP)?

Some years ago I bought ABP for our super fund (on your recommendation) then later topped up with more. A while after that you recommended selling & I think stopped covering it. Well I'm still holding & am well in front as it's been going gang busters. Any thoughts? Peter 

James Greenhalgh Answered by James Greenhalgh 1w ago

Webjet and Asian ETFs

Hello Gaurav. What are your thoughts on Webjet for a long term buy and hold, at these current prices? The market seems to be apprehensive about its JacTravel acquisition. Also, do you have an opinion about ETF investing in Asia (IAA)?

James Greenhalgh Answered by James Greenhalgh 1w ago

BWX is a market darling

I am invested in BWX and would like so here your thoughts on where you think the share price is going.

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