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Your model portfolios both include Orora and the growth portfolio Ramsay. Can you comment a little more on these inclusions?
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We are retired and in receipt of the aged pension.
I feel that my holding in AGL has ran it’s race and while it is fairly well priced, I may sell and replace with Aristocrat.
Your thoughts?
The other question is, with the probable Labour win – Would you suggest that for a person in a position of not paying tax, to look at investing with a priority on companies paying franked dividends?
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What are your thoughts on CGC? Is it a hold or sell?
I am a big believer in agricultural stocks for the future and also the China theme. CGC also having a stake in fruit farms in China possibly gives it a foot in the door as far as trade goes?
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There is a considerable likelihood right now that imputation credits earned in a SMSF in pension phase after June 30 will be lost.
It is annoying that 3 of the banks pay their next dividends in the first week of July!!
Is there any way of encouraging those banks to pull forward into the last week of June this year for the benefit of some of their shareholders?
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I’m holding Syrah. I had read and believed the different broker opinions were really good and yet since I bought, they have come back around 30% especially in the last few days.
What are your thoughts on at least partly recovering once the shine comes of oil and iron ore?
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