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A thousand questions….

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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Question asked

A thousand questions….

Hi James and the MM Team, Having tried a number of subscription services over the past 2 years, I truly feel that yours is the most valuable and just wanted to say a big thanks. There are a few stocks I hold in my portfolio which I would like your thoughts on. In terms of dividend payers, do you feel that the following companies have sustainable dividends in the 4%+ range? ADH, IAG, MLD, MND, SGM, SGP, WPL, CSR, CQR, APA, FMG. Also, could you provide your short and long term thoughts on the following US stocks in terms of growth? JD, JPM, PEP, VRSK, OKTA. I realise there are a few companies here, so understand responses might be brief! Thanks again. SB

Answer

Hi Sonja,

Thanks for the kind words – puts a smile on my face for a locked down weekend! We put a lot of work in to try to add value to each subscribers experience in the market. Indeed a lot of questions most of which we have answered in reports through this week hence the ideal way to look at MM’s view on these stocks is through our website: Click here to view

If you simply enter the stock code in the search bar at the top of the site, it will bring up all our views, new and old on stocks that we cover.

In brief for the Aussie stocks:

We are like and are long IAG, MND, CSR.
ADH: We like  as a company however we are cautions of retail generally for now
MLD: We prefer SRG, NWH or MND
SGM: We like into weakness
WPL: We prefer STO
APA: Starting to look interesting again – we had management in on Friday
FMG : Cautious on Iron Ore here, prefer BHP at current levels

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MSCI Global World Index (MXWO)
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