Archives: Questions And Answers
Hi guys, would love to know your current view on a few positions in the growth portfolio – how you feel about how the buying thesis is playing out, your current levels of ‘comfort’ in these positions, I note they are all marked active, so would MM be buyers at these levels if you weren’t in them already. Has anything changed? More conviction about some of theses? The positions are: WOR, WHC, SFR and MGR. Thanks so much for your analysis.
Hi M&M, Your Stock Broking Skills made me a good sum of cash on LTR, Thank you.
Hi MM,
Dear MM, thanks for your great support, including this Q&A. Both marvellous. I was hoping to get your views on PXA and C79. PXA share price continues to decline, is there a price where it again becomes interesting on value or have we overshot and it is now about sentiment/finding a bottom. The same or similar appears to be the case for C79. Although it appears interesting on value, sentiment appears to have pushed it lower still. Do you think the bottom has been reached? Many thanks and best regards, Mark
Hi. I am new to your service and am enjoying your current views on markets and stocks. However. I am having trouble reconciling your views on stocks and the forecast score. The latter is something I put emphasis because, if reliable, it indicated the stock’s quality. Two examples are SDR which you are ” long and bullish on around $4, yet the ” forecast” score is 5/10. Conversely for SSM you apparently have no interest, yet it has a perfect score of 10/10.
Can you address my confusion please?
Hi Market matters Team
Can I have your current view on EOS -Electro Optic
It has fallen to a low this morning of $7.31. Below the $8 capital raise. Is this a buy? Do you prefer Droneshield in this space or DFND ETF?
A1M – is this a buy or hold?
regards
Debbie
Is NEC turning around with QMS media acquisition and continue to pay a dividend?
In your view, how do Fixed Coupon Notes rank when looking for income with downside risk no greater than say a Bank Hybrid. Coupon rates of 9% to 10% linked to a basket of Australian major banks (CBA, ANZ, NAB, WBC, MQG) are available, with 2 or 3 year duration and with a downside barrier set at 40%. Sounds comfortable, unless I have missed something.
