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

Tony Kaye Answered by Tony Kaye 5hrs ago

Pengana Capital international fund - ethical

I am looking for an ethical managed fund for growth. Pengana equity fund was one I thought to invest in.

Tony Kaye Answered by Tony Kaye 1wk ago

Forager fund and rights issue

Do you have an opinion of Forager’s Australian fund (FOR) ? Their philosophy was to stay small and agile (under $200M) and were producing good returns, but they’ve just had an offering to their Australian shareholders to boost their FUM and their market price has fallen 20% from $2.00 to match the offering price. As an overseas investor I was excluded and I’m definitely feeling hard done by. Thx.

Mickey Mordech Answered by Mickey Mordech 1wk ago

Dividend Reinvestment Plans

Most shares in my portfolio have DRPs in place, but now that I’m looking to diversify my holdings I’m not sure this is a good idea. Could I have your thoughts please.

Mickey Mordech Answered by Mickey Mordech 2wks ago

ETF Report

Hi. Can you recommend a good resource for reviews of ETFs, etc, that track Australian indices? Thanks

James Carlisle Answered by James Carlisle 2wks ago

Why have your recommended stocks fallen?

Hi Guys I have been following your recommendations for some time and I am wondering about 3 of your recommendations 1) TME has been a buy ever since I can remember and has not moved anywhere. 2) Santos was a buy at around $12.00 then a sell at around $5.00 and a hold at $7.00 plus 3) IFL was a buy at $9.00 plus just before the royal commission investigated them Why are we having such recommendations ??????? Regards Rajeev

Mickey Mordech Answered by Mickey Mordech 3wks ago

Scentre Group Debt

I notice that Scentre Group has retraced to an amount that is close to your BUY price. When I look at their Balance Sheet, however, I notice that they have loan debt of around $13 billion with a Shareholder Equity of around $ 22 billion. I always understood that that percentage of Debt to Equity is too high to be comfortable for a shareholder and some of that debt is in US dollars which may exacerbate the problem. Am I missing something here?

James Carlisle Answered by James Carlisle 4wks ago

Impact of market correction on Perpetual

Hi Guys. Still worried about Perpetual. We are due for a market correction / crash and PPT is one of the few businesses in the market that’s actual performance is affected by market crashes (due to drop in FUM). If the market dropped by even 20% plus some outflows due to change in sentiment (I think this a very plausible base case scenario) - surely it is looking expensive.

James Carlisle Answered by James Carlisle 4wks ago

Competition for Integrated Research

The Australian company Atlassian has bought the Boston based OpsGenie. OpsGenie produces software aimed at preventing software and web site outages and downtime. Does this represent a greater threat to Integrated Research which, with my limited knowledge, works in the same world.

James Greenhalgh Answered by James Greenhalgh 1mth ago

Propel Funeral Partners

Do you have anything on Propel Funeral Partners (PFP). My adviser is suggesting that I include them in my portfolio due partly to their growth strategy in the death care services industry. Thanks

Mickey Mordech Answered by Mickey Mordech 1mth ago

Portfolio Weightings

Hi - I note when you review a stock you talk about the percentage you should hold. I find this useful however I don't understand the methodology you're using. I'm assuming it has to do with risk vs return but would like to understand what metrics you use to make this call so I can apply the methodology across my portfolio. So, are you able to step through the process you go through to determine the holding percentage? I'm trying to adopt a methodology across our entire portfolio to be more disciplined in how we make sell down/buy decisions. Thanks

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