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Your thoughts on AGL Energy (AGL) and Lindsay Australia (LAU)

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Happy New Year Esteemed Team,

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Centuria Office REIT (COF)

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Hello James and crew – Happy New Year.
Following on from the excellent report this morning on Charter Hall Long WALE REIT (CLW) could I please get your thoughts on COF. Regards Geoff

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Thoughts on Xero Ltd (XRO)

by Vanessa Chin

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months?

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Affect of FED rate changes on GQG Partners (GQG) share price?

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Hi MM Team,

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Cedar Woods Properties Ltd (CWP) and Shaver Shop Group Ltd (SSG)

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Hi, I have only a few stocks you don’t cover. Two that have done well for me are CWP and SSG. I am considering exiting, and would be interested in your view. Regards, Geoff

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Your thoughts on Lindsay Australia (LAU) and CAR Group (CAR)

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Esteemed Team,

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4DMedical Ltd (4DX) and Acusensus (ACE)

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Happy holidays, James & team,
Thank you for your expert advice throughout the year. It is very beneficial.

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Stocks marked ACTIVE and when to get into gold

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Hi Gents, I’ll quickly take the opportunity to say thanks for all your hard work this year putting the daily reports together and for your continued dedication to helping MM members make good investment decisions. Love the transparency. Thank you. I just want to clarify the “ACTIVE” mark in the portfolios. I’m keen to up my allocation to gold but i’m trying to work out a good time to increase my exposure. I’ve noticed your comments recently about buying gold stocks has been that you wouldn’t chase them from here, but BGL and NEM and GOLD are all marked as ‘ACTIVE’ in the portfolios, doesn’t that mean you still think they are BUYS at current levels? When considering about increasing gold exposure, just trying to understand your commentary about not chasing names from here but also that those names are still marked ‘active’. Thanks again. Josh

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Ticker codes to get a good macro view of the market

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Hi Guys

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Uranium

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I’ve held a parcel of ASX-listed uranium stocks since early 2019, adding to the holdings here and there along the way. Right now they’re up 41%, so not a great return yet. Yes, they’re volatile, I accept that. But they still haven’t attracted a great deal of interest from investors and things like Boss Energy, whose CEO was until recently the golden-haired boy, don’t help. Even amplified news about the sector hasn’t set it on fire. So, it’s been seven years and I know many other investors have walked away. How long is too long to wait? It seems that promises continue to be just over the horizon.

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