In this week’s show
03:55 – Q1: Can you please comment on the decision to include TWE in your ASX Blue Chip portfolio? Noticing that TWE’s share price is falling and it is near 12 monthlows, is the move to add TWE to the blue chip portfolio based purely on the yield which has risen as a result of the fall in the company’s share price, or are there also fundamentals at play here?
11:24 – Q2: I enjoy your show. I own shares in Brickworks BKW and Soul Patts SOL. Do you think the amalgamation of these companies will be a benefit
to both?
13:54 – Q3: In terms of what we suspect “Chalmers” is likely to implement, and one of us “falling off the perch”, would it be prudent planning to keep our two person SMSF balance at or around $3M (currently $3.75M)? Appreciate your thoughts, or do we need to see exactly what’s implemented or proposed, then act? Appreciate your input.
