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questions & answers

Finding infrastructure exposure

Hi again, I have been enjoying the commentary and thoughts about where the market goes next. Perhaps I’m a little conservative and have missed the uranium and lithium “ boom “ but I’m old enough to recall the original Poseidon boom /bust (and did make some nice $$$ ). Anyway …..I’m interested to find some […]

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Income Report: Asset allocation framework when targeting income
questions & answers

Is Calix the real deal or a green trap?

Hi James, I love the info you produce and my portfolios are running well with your guidance. I don’t necessarily follow your recommendations but the one that struck me the other day was a company called Calix (CXL). They may be able to make cement with their technology but it will never compete with the […]

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Income Report: Asset allocation framework when targeting income
questions & answers

Why did we sell Paladin (PDN)?

Hi James, Just a question on PDN. Firstly, great tip. I ended with 65.5% profit, so well done. My question is: Why have you sold it at this point? From what I can see, indications are that it may keep going up. What am I missing please? Thank you MickO’

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Income Report: Asset allocation framework when targeting income
questions & answers

Am I missing something on IOOF Holdings (IFL)?

I have been accumulating IOOF shares as I thought that the company has been taking the right steps in transforming an earlier tarnished image problem and instigating various actions to further improve its financial setting. Despite incurring a loss (due mainly to costs associated with acquisitions ) for y/e 30/6/2020  the figures and comments provided […]

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Income Report: Asset allocation framework when targeting income
questions & answers

MM thoughts on CSR

Good afternoon James and team, I recently purchased some CSR Limited shares at $5.40 while selling out yesterday at $6.05 (booking a 12% gain in 12 sessions). I note that CSR Limited is closely monitored by MM team and you guys remain bullish on this stock heading into 2022. Are you bullish purely from a […]

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Income Report: Asset allocation framework when targeting income
questions & answers

Using moving averages in analysis

Hi MM Team, Long time subscriber but first time questioner! I wanted to ask what MM’s current purchase appetite is for: BHP (if it weren’t already in the portfolio), MFG, RIO and FMG (discussed in a previous newsletter but I’d be happy to read more). Just some quick thoughts to add context to my question: […]

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Income Report: Asset allocation framework when targeting income
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