I bought Treasury Wines some months ago and was very happy at the increase in share price. But recently it has been going down and I don’t really know why.

What is happening to make the share price go down and do I hang on?

I think your valued readers would like your views on A2M given the last downgrade. Is this still a be patient for 2 to 3 years and it will recover or is the business model now in serious decline.

I genuine think the China stance inst going to improve and even once the borders open its obvious the CCP wont allow students to come to Australia. Thus, the diagou channel I would assume is over.

Being an avid reader of your views and after doing my own research I bought in at $10.5 and thus bleeding at the moment as the investment was fairly significant. However, I am happy to hold for even 4 years if I believe it can get back up to $10. However, after the recent announcement I have serious doubts.

I think your readers may appreciate an article from perhaps Tony Fetherstone or yourselves.

Cheers

Hello Paul, A2 Milk buying at current levels?

I have recently sold an investment property within my SMSF. I am thinking of investing the proceeds spread over a number of ETF’s. I was considering the Beta QRE and SMLL. can you provide your thoughts on this proposal and give any other ETF suggestions that you may like going forward.?
Regards Laurie

For ETFs, what happens to the dividends and franking they would receive as owners of a share?  Do they make a distribution to the owners of an ETF, and if so owners at what time relative to the ex-date of the shares the ETF owns?

Also, I note that Wilson asset Management is proposing to set up a Lick of LICs, to follow Geoff Wilson’s long espoused philosophy of selling LICs that are trading at a premium to NTA.  Comments?

I enjoy your value-added report and webinars. I’m a shareholder in SHYF.
I have a SMSF with approximately 47 stocks and some LIC’s and funds for small/micro cap, long/short and international eg Ausbil Microcap, Bennelong Market Neutral Fund, Evans and Partners International Fund, MGF, MHH, ACQ, PAI, and WQG.
I have read enough of your ‘wise information’ to realise I have too many stocks which make it difficult to manage, particularly not knowing when to sell! I am 62 and am conscious of pending retirement/wealth preservation.
I would therefore like to simplify it more by liquidating some positions and put in it into LIC’s.
However, there is a plethora of LIC’s out there.
I also like to invest in a thematic ie EV and have holdings in MIN, ORE, SFR, WSA.
I would appreciate your feedback (and if possible providing some names) on:
1. Strong performing/good management LIC’s or ETF’s in EV theme
2. Strong performing/good management LIC’s or ETF’s cyber security theme
3. Strong performing/good management LIC’s or ETF’s in domestic market
4. Strong performing/good management LIC’s or ETF’s focused on income
5. Strong performing/good management LIC’s or ETF’s focused on growth
Is there also a good research website which ranks funds/LIC’s/ETF’s and what is best to look for when researching?