Hi Paul,

I have seen several Q&A with reference to the proposed Labor governments franking credits affecting many retirees especially those with smsf and in pension mode. What are thoughts on how such retirees can consider and plan ahead for such an event should Labour be ejected which is likely at this stage. Closer to the ejection, I would expect FF shares may be sold off for other options, hence maybe taking some action prior could help capital loses.
Thank you

Regards

To Charlie Aitkin. Re China On Sale. I agree with your long term China Bull outlook. It’s also true that the 1 yr graph has Tencent, Travelsky and Ping An at a reasonable discount. However 5yr and 10 yr graphs suggest reversion to the mean will result in 20% + losses for medium term buyers. Further Alibaba sits in the very toppy Nasdaq which can only go down in the medium term notwithstanding an acceptable individual stock 5yr graph. Why will reversion to the long term mean not happen this time for the top 4.

Hello, will Charlie change his opinion about APT after today’s announcement?

To Rudi,
Usually enjoy your section, however was annoyed by last weeks report about Orora. You mentioned that you had not included a downgrade because of the lateness of receiving it. You then mentioned that it had been \’updated\’. I found this confusing. Furthermore, you have not included it in this weeks comments? What is your current view on Orora?
Thankyou

Good Morning, could you please give your opinion on TWE. Purchased them @ $15.97. Not sure if there is still upside? Thanks

Hi Paul

With reference to the WCM Quality Global Growth Fund that was covered by James Dunn in the latest Switzer report. I am interested in buying shares in the fund when they become available, however why is the application price $5.00 a unit as opposed to WAM Global application unit price of $2.20 when first listed? I would be interested in receiving your comments, thank you.