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
Macquarie Capital Notes 2 (BCN2)
Any thoughts on Macquarie’s BCN2 securities. Seem to be a number of ifs and buts. Enjoy reading your views and...
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Answered by James Carlisle
What discount rate and margin of safety?
What margin of safety & discount rate do you apply? As a general rule, how much margin of safety do...
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Answered by James Carlisle
We will never cover gold.
Hi, would you have any available research on gold miners? I think this is quite topical given all the money...
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Answered by Gaurav Sodhi
Will New Hope make money?
When considering New Hope's future results I keep seeing thermal coal spot prices at around $US55 which I don't think...
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Answered by Gaurav Sodhi
360 Capital Credit Income Fund
Hi II What is your opinion on the 360 Capital Credit Income Fund? Thanks Sandra
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Answered by Intelligent Investor
II in the US
Is there an equivalent to Intelligent Investor (and Eureka Report) in the US that you would recommend checking out? I...
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Answered by Nathan Bell
Are your Buy prices too conservative?
Hey guys, is there a chance you are being too conservative with some of your buy prices - it looks...
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Answered by James Carlisle
Will online classifieds be displaced?
Will online listing businesses be disrupted? As big tech morph grows into global platforms, do you think online listing businesses...
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Answered by James Carlisle
Ooh Media
Is Ooh a Buy? Just heard Gourav discussing OOH Media. He said it was an interesting stock but would only...
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Answered by Gaurav Sodhi
Insurers suffering similar to banks
Hi Everyone, While I've never been keen on insurance stocks since a bad experience with HIH I note that IAG...
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Answered by Nathan Bell
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