In this week’s show
01:52 – Q1:I would also like to ask about the recent Sell on Breville, I couldn’t see any supporting commentary on the sell, perhaps I’m not accessing the info correctly, please can you let me know as usually I like to see a rational as to why especially as Breville was quite a recent BUY recommendation as far as I am aware
Please can you provide some guidance for AIG, a recent buy stock for Growth, its not performed well from the entry point and the outlook was for slower growth, is this still a buy and or an average down ?
WHC has dropped considerably from July highs – please can you provide your opinion on if there’s opportunity here ?
09:54 – Q2:I bought A2M (The A2 Milk Company) in December 2022 as part of the momentum portfolio. I decided to keep these shares when it dropped out of the momentum portfolio. After the recent report of their results, the price has recovered very well and they will also pay their first dividend. What are your current views on this stock?
12:31 – Q3:What are your thoughts on SIG following the reverse takeover of Chemist Warehouse?
15:40 – Q4:I was interested in your comments regarding the Wilson Asset Management funds in the last Virtually Live. I own 6 different funds based on the long term results, the latest updates shown the following returns since inception:WAM – 15.8%, WLE – 12.5%, WMI – 16.7%, WAX – 16.0%, WAA – 11.5%.
I would consider these excellent returns, am I missing something?
The dividends don’t concern me as such as I am after long term growth rather than income.
21:39 – Q5:Woodside shares have been floundering for a while, are they good value now or is there problems ahead?
25:04 – Q6:ADA (Adacel Technology) has been delisted. I doubt whether this will come back. How can I dispose of this so that I can at least claim a capital loss? The company is not answering emails or phone calls.
26:06 – Q7:Goodman group GMG have a Share Purchase Plan on offer. I would like your opinion on participating in this SPP.
27:40 – Q8:I enjoy Virtually Live and your advice.
I bought Mineral Resources (MIN) some time ago for about $ 55.
They are now about $25.85 and so am tempted to cut my losses and sell. I have received advice at these prices they are a Buy, and their intrinsic value is over $50.
Do you think they are a Buy, Hold, or Sell. I understand you can’t give personal advice but what would you do?
31:51 – Q9:Goodman group GMG have a Share Purchase Plan on offer. I would like your opinion on participating in this SPP.
