Archives: Questions And Answers
Could I have your thoughts on MacMillan Shakespeare and GR Engineering please?
Good morning Team,
In view of Hormuz, what is your valued opinion of WTC?
Regards,
John
Dear MM,
Many thanks for all your excellent advice and information. I was hoping to get your thoughts on VYS, which you last covered about 18 months ago, when it was too small. I was also going to ask about oOh!Media, but given this week’s developments, I’ll change track and ask about your thoughts on a non-profitable company, EBR. Best regards, Mark
To The MM team,
Great work guys, keep up the amazing content.
Not looking for personal advice more a matter of strategy and philosophy.
You run multiple portfolios across different themes (Growth, Income, Small Cap and International). Us mere mortals have our equities bundled into a single portfolio where we cherry pick ideas from different styles.
So my question, with the forecast US returns (and Tech in particular) likely to outpace the ASX, how would you deal with underperforming Aussie shares. In particular: AMC and MGR. No doubt they will recover, but with a 12-18 month horizon it seems to me it could be better to cut and run then redeploy the cash into a hedged US ETF’s.
Any comments would be appreciated.
Charles
The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs.
advocating “buying weakness”
Good afternoon Market Matters,
