Q&A with Kneppy Invests | Episode 2

New drinking game: Every time you hear me say 'without a doubt' in the trend answer you must down a shot

I'll continue with another question for your next qa session if you would like to share your ideas again.

Since you have more than 10 years investing experience and have gone through a few market cycles, how do you manage the risk of market crash as the market index is too high at the moment？ Thank you.

Hey Kneppy, really keen to hear your thoughts on Renergen. Loved the video!

Thank you, kneppy, for answering my question, & the recommendation of the books. I will start reading asap. Appreciate your help.

Hey Kneppy, thanks for another upload. What are your thoughts of AGL? Long term downtrend but great dividend payment and company recently announced plans to diversify the business to suit the current market environment?

Is swing trading more risky?

Hey Kneppy cheers for another great video my friend I really appreciate your work!
The future of the satellite communications industry really interests me as well. What you describe reminds me of Harvest Technology Group (HTG) a great lil Aussie company which I can easily see 10bagging in the next 5-10 years. Check them out if you get a chance! Cheers mate!!

Enjoyed your insights. Thank you.

Thanks for answering my questions Kneppy. I am still a unsure of how to know when to jump on a trend. For instance I bought TNT as soon as I heard the prime minister’s speech last year on cyber security sadly the price is almost back at the same point again as what I bought it for and supposedly they are almost profitable 🤔 On a side note have you looked at PRL. Their WA project looks to me like one of those nation building projects like the Snowy Hydro. Definitely early days though. Oh I have EOS and like the look of them to but their share price has gone no where in the last 12mths, I think I maybe even running a slight loss at the moment. Good thing I’m long term 😉

Well, your numbers on AVA are biased to satisfy your pre-conceived conclusion. Before taking the Indian MOD revenue out, AVA will be a decline (rather than "growth") stock. And if you get the Indian MOD numbers out (which will make it a growth stock from that point forward), the EV/OPCF will not be 7.7.

Hi kneppy

Thanks so much for your excellent content. I share your frustration with the ASX obsession with dividends... it seems once companies start to grow and establish... they then start to return bigger percentages in dividends... often much to my frustration.

Could you tell me some asx companies that hold a clear position to not pay dividends... but invest in growth (or share buy backs if no better options) - ala Berkshire...

Thanks so much Kneppy - Richard

Hi Kneppy, really nice work that you have done there. Is there a website you normally use to obtain all the quarterly financial figures of the companies?

Any thoughts on RUL? I picked it up last year thinking big miners are always looking for streamlined operations. Do you think they will continue to thrive or will miners simply do it on their own?