Archives: Questions And Answers
Hi James,
Hi guys, wondering your views on CRN, particularly in the context of the Macro picture playing out.
Dear James and Team
Hi guys
I’ve traded Telix a few times over the years and putting aside the SEC issue I still think the stock has some significant upside. My question is what do you think would be a good price to repurchase the stock.
To the MM Team,
Hopefully this question just sneaks in before the deadline.
I would like your thoughts on Qantas. It has bounced 10% of its 52 week lows but is still trading at at sub 10 PE with expected growth of low double digits. And a good fully franked yield. The only issue I can see other than the uncertainty of war (which is a major concern) is the high gearing.
With the hopes of fuel prices coming down is QAN a buy at todays prices ($8.85)?
Thanks for all your great insights.
Charles
Hi James,
What is happening with ING?
The last month has seen it tumble further from your bullish comments in February.
Surely chickens are on almost everyone’s list of must eat foods?
Thank you all for your outstanding insights and suggestions. I have held ALX since before the takeover proposal. When the takeover proposal has landed, initially the stock price has jumped, but ever since it is going slowly backwards. Does this means that the market has little confidence in the proposed takeover succeeding or it may not reach the 45% threshold?
Regards,
John
James, why – in the face of higher interest rates & slower earnings growth – do you “continue to believe the ASX will make new highs through 2026, although a few months of trading between 8600 and 9000 wouldn’t surprise with so much uncertainty weighing on local stocks” ?
