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

James Carlisle Answered by James Carlisle 1wk ago

At what price does AMP become attractive/value?

Hi At what price does AMP become attractive/value? At some point, if nothing else, it will start to look attractive for an acquirer... might this be a good unpopular/unloved stock opportunity? Thanks

James Carlisle Answered by James Carlisle 1wk ago

Factors driving Platinum's share price

I understand that value investing is not about getting caught up in day to day share price changes, but I'm curious as to what has driven the wild ride of PTM share price over the last 6 to 12 months. I understand that Kerr Neilson has handed over the reigns, yet FUM have been steady. So if these are not the drivers, what are (the price went down 4.5% yesterday and I'm not sure why) and what are the main factors that influence its share price (from a short and long term perspective)?

Graham Witcomb Answered by Graham Witcomb 1wk ago

Why infrastructure stocks' earnings are lower than dividends

Thanks for taking questions.  Mine is one that has always puzzled me - How are Utility stocks such as Ausnet (AST), Spark (SKI) and Transurban (TCL) able to sustain paying dividends that are supposedly higher than their earnings?    I understand that a company can do so in the short term from cash on hand or debt but this can't be maintained long term. However,  every so often over the years I've looked at them and see the same thing.  Surely the way the figures are presented distorts the reality? -  or not?  Could you explain please?  Regards,  Jamie, Melbourne.

James Greenhalgh Answered by James Greenhalgh 1wk ago

Can I sell Unibail-Rodamco shares on the ASX?

I was under the impression that I had been given the option and had formally elected to sell my shares in Unibail Rodamco upon completion of the Westfield sale. Will we be able to sell the Unibail Rodamco shares on the ASX? Tony

Graham Witcomb Answered by Graham Witcomb 2wks ago

Update on Greencross possible?

Hi Guys, Love your work! The other day I heard that a elderly friend was currently spending $80 a pop for a Bowen therapy masseur to come round to her place to give... her dog a massage! This coincided with a news report of Greencross GXL dropping 20% or so, on the back of a profit warning, and as a result its yield and P/E have come back into much more favourable figures. Now I know one extravagant pet expenditure does not a business make, but it did highlight to me how some people do spend nearly as much on their pets as others spend on their small kids. You covered GXL about 10 months ago and said you might keep it on the radar for any change in share price. Given the recent drop. Any short update possible? Thanks and best regards, Merril

James Greenhalgh Answered by James Greenhalgh 3wks ago

Flight Centre approaching a Sell?

Hi, Flight Centre is fast approaching its sell price - just wondering what your current view is? Do you usually review stocks again as they get to their sell price or is it time to start taking profits? Thanks Luke

James Carlisle Answered by James Carlisle 3wks ago

Servcorp's US problems

Hi team - Another downgrade from SRV today (is that now the 3rd?)... With their main issue being US driven, I recall from earlier updates that management originally said they would not pursue US expansion for the sake of expansion, and would only be willing to tolerate moderate losses from the region for a period of time (with something along the lines of them also being major shareholders so they're aligned with us to not wasting unnecessary capital). I think it's fair to say with the latest downgrade it clearly shows the US expansion has failed, even if the initial attempt was worth pursuing, and they should now be looking to exit the region entirely and not double down. I'd be particularly interested if you could engage with management on this issue and report back their comments to members to see if this commitment still applies? Because their latest update reads like they're going to stick around for years to come and likely waste even more capital in the process given how far away profitability now seems. Cheers, Matt

James Carlisle Answered by James Carlisle 3wks ago

No interest in Blue Sky

Blue Sky has been pummelled in recent weeks, the same (to a lesser extent its listed fund. Is there any price that these become interesting?

James Carlisle Answered by James Carlisle 3wks ago

No interest in Aventus

Thanks for your continual & timely updates on the REITs, some of which are beginning to show marginal value for the first time in years. There is one that you don't cover that I have followed since it was listed. It's Aventus, a "big box" format store operator. I've recently invested at a price I am happy with. It's of lower quality than Scentre & Vicinity but compensated for by a lower price. I like it for its management team, the management of its carried debt & the input of its largest shareholder. I find it interesting. It's of a sizeable capitalisation & reasonable liquidity and may be of interest to members.

James Greenhalgh Answered by James Greenhalgh 3wks ago

Reece's acquisition of Morsco

Reece is buying Morsco from Advent International. I am always wary when buying from private equity organisations. Do we know why Advent are selling? Is it because they think they have squeezed as much as they can from Morsco, or is there some other reason? Thanks

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