Hi Paul what is your opinion on Jumbo Interactive as a long term buy?

Hi Paul,

At the moment Coal businesses are out of favour with ESG concerns and its probably not going to reverse.

Are oil and gas stocks such as Woodside starting to get on this list as well and will this be a legitimate concern of investing in Woodside in the next 5 years or so? Personally, I think Woodisde is undervalued at the moment and in two years time today;s entry point may prove very attractive. However, i am concerned that fund managers may not touch it given ESG concerns.

Hi Paul I would like to invest in the Betashares Nasdaq ETF. It has both a hedged and unhedged version.Could you give me a reason why you would choose one over the other ie maybe a high AUD you would choose the unhedged version.

Like most self funded retirees, we are having to climb the risk curve to find some income, even for the “safety net” component of our portfolio, which has been mainly in term deposits.
I see clear signs of some significant inflation on the horizon. This presumably will push up market interest rates? do you agree? If so, the likely effect on equity markets will be negative. In an inflationary environment, what is the best asset class to focus on?
Within that asset class, do you have any suggestions.

IFM share price fell by 9% today at the time of writing with market up by .5%(2 June 21). IFM came out with a report that Simple Part acquisition was complete. The company also decided to give out qualitative assessment on organic growth and painted a somewhat rosy picture for FY22. In addition it stated revenue of $95-$96 million and EBITDA of $19 -$20 m. This is the 3rd time the company has come out with such sums. Bell Direct recommended on on 1 June with heading ‘Gaining momentum Price $1.50, Price Target $1.8, down graded from $1.9) . Bell stated that revenue as b/w $95m – $96m (vs BP forecast of $96m) and EBITDA $20 -$21m (vs BP forecast of $21). My query is: (1) Is it a normal practice for investors to react in this manner (9% fall) (2) Are companies obliged to come out with quantitative revisions especially with not a very big change in values. (3) Would the share price have fallen much further if the market was down by .5%.

What do you think about CLW and also MIN. Looking for a better return that 0.04% from Banks