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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

Mickey Mordech Answered by Mickey Mordech 1wk ago

Creso Entitlement Offer

Good morning, I see that Creso is trying to raise funds via a 1 for two rights issue to existing investor. The rights are issued at $0.05 each. The new shares when purchased will be at the stated price of $0.80 each and must be purchased at $0.80 each. This doesn't make sense to me when the current share price is $0.535. Am I correct with this? Thanks, Des

James Carlisle Answered by James Carlisle 1wk ago

Value in the Aussie Market

There are currently only 4 buys and 4 spec buys on the recommendation list. This would suggest that the team at II don't seem much value in the current Australian market. Are the II portfolios holding larger amounts of cash in view of limited buying opportunities in the Australian market at present ?

James Carlisle Answered by James Carlisle 1wk ago

What impact could AMP problems have on its products?

AMP is in a lot of trouble, what is the impact it could have on its financial products? Would like to know your opinion as I have invested in Amp property fund. Thank you.

James Carlisle Answered by James Carlisle 1wk ago

IOOF's ability to maintain dividend

Dear James a question on IOOF's ability to maintain dividend payout, the yield looks very inviting based on recent dividends. Given the increasing risk and the possibility of changes to regulations in their industry how do you see IFL in terms of a possible yield trap over the medium to longer term. I realise you can not provide individual advise however I probably like other investors of our ilk are building cash with recent selling of shares like FLT, MQG etc and if like me in the 60+ age cohort we are looking for more stable yield but wanting to avoid yield trap. Thanks and I appreciate your suggestions

Mickey Mordech Answered by Mickey Mordech 3wks ago

Question on URW (New owner of Westfield)

Thanks for your comprehensive coverage, very valuable insights. Is there a planned review of URW, now the owner of Westfield? Thanks again. David

Tony Kaye Answered by Tony Kaye 3wks ago

Watermark Market Neutral Fund

WMK- currently 21% discount to NTA from mid July figures. Do you see value at this discount being mindful of low 5 year returns from the fund with total returns appox 0.2%?

Alex Hughes Answered by Alex Hughes 3wks ago

Audinate's price guide

Hi guys, At a recent roadshow presentation, one of you mentioned that InvestSMART liked Audinate Group (AD8). The company story looks interesting as an investment, and there always seem to be many more buyers than sellers. Do you have a price guide for this stock, or at least a reasonable estimate of a buy price?

Gaurav Sodhi Answered by Gaurav Sodhi 4wks ago

Will you be covering the VIVA float ?

Will you be covering the VIVA float ?

Graham Witcomb Answered by Graham Witcomb 4wks ago

Any idea what has caused the sell-off for SOM?

I realise this may be one for the small companies portfolio, however I note II has had a spec buy in the past. A few months ago Somnomed (SOM) had a non- renounceable rights issue at $3.00 per share. The current price is hovering at around $2.00 per share; that's one third off in about four months. Any idea what has caused the sell-off? Has the price drop tweaked your interest or is it now worth having another look at it? Disclosure: I do have a tiny holding in SOM.

Mickey Mordech Answered by Mickey Mordech 1mth ago

Should I sell Stockland Trust shares?

Should I sell Stockland Trust shares?

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