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Our analysts are happy to answer questions relating to their recommendations but are unable to answer questions on stocks they do not cover. They also love answering questions on value investing and investing in general.


Latest Q&A With Our Experts

James Carlisle Answered by James Carlisle 3d ago

Cost bases for URW and OneMarket

Trying to find/calculate cost base for URW and OMN. I figured URW to be $14.67 when WFD converted to CDI's, but I could be wrong and probably am! Can you point me to this information?

James Greenhalgh Answered by James Greenhalgh 3d ago

Will Kogan entering white goods impact JB Hi-Fi?

Hi. With Kogan entering the white goods market, what are the impacts on the JB Hi Fi business model (The Good Guys).

James Greenhalgh Answered by James Greenhalgh 3d ago

Flight Centre is above $60.00. Should we sell?

Hi II. Flight Centre is above $60.00. When should we pull the trigger? Cheers Helen

James Carlisle Answered by James Carlisle 1wk ago

Impact of competition on Perpetual

Hi Guys Just wondering whether you are going to do an updated analysis on Perpetual. I am concerned their moat has been significantly reduced due to competition from industry super funds, index funds and general margin compression in the funds management space. Is it the same business it was 5 years ago? P

James Carlisle Answered by James Carlisle 1wk ago

No need to own food and agriculture stocks

My share portfolio feels unbalanced. Miners, telcos, miners, more telcos, an airport, an IVF company and yet more miners and energy stocks. But nothing that suggests humans ever eat food or wear textiles. Something is missing from my portfolio. If one was looking to get some agricultural exposure, the current II 'buy' list doesn't help. Is that a reflection of poor value on offer in that sector at the moment or are food production and agriculture stocks II blindspots?

James Carlisle Answered by James Carlisle 1wk ago

Franchise businesses

Dear Team, I am most surprised to find that Mortgage Choice is franchised. Do you have a list, or where can I find one, of businesses on the ASX that are franchised? If not, can you tell me which of the stocks you cover are franchised? This obviously adds another layer of potential danger when evaluating the worth of a business. Michael B.

James Carlisle Answered by James Carlisle 1wk ago

Price moves of recommended stocks

Hi James I have a question about AD8 and more generally about Intelligent Investor's growing potential influence on the market. I have been a subscriber of II for a long time now and generally have profited well from my ongoing subscription. I have wondered from time to time if some market price moves may have been influenced by your recommendations particularly for the smaller caps with lower volumes. Now I see a response from Audinate to an ASX request to respond to recent price movements and as part of their response they say "3. The Company has been informed that a retail investor website proposed the inclusion of Audinate in a model investment portfolio on 23 May 2018. As noted in item 4 below, the Company confirms it is in compliance with the ASX Listing Rule and in particular, Listing Rule 3.1." so there you go, you guys are having an impact from time to time. My comment is well and good in an open market but I preferred it when II was more exclusive with a smaller subscription base and I could potentially benefit more when your good research was less widely listened to. You are too successful! Well done.

James Carlisle Answered by James Carlisle 1wk ago

Perpetual dips below Buy price

Hi James, what’s your feeling on Perpetual now that it’s under your new, lower buy price?

Graham Witcomb Answered by Graham Witcomb 2wks ago

Why does Transurban's NOPAT margin look crazy?

Hi, I have been looking into Transurban a bit more lately, and was wondering if you could shed some light onto their NOPAT margin? I've noticed that it has been widely fluctuating, over the past years (11.89% in FY15, 82.30% in FY16, and 29.55% in FY17), what do you think is driving this, and where do you see it going over the next few years? Thanks in advance.

Graham Witcomb Answered by Graham Witcomb 2wks ago

Is CSL likely to have a share split?

Gday. Some time ago I read, due to the price of some shares, the company involved can revalue their shares. ie offer 2 for 1, therefore reducing the price from $100 to $50 . Is that likely to happen with CSL in the future?

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