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Our opinion on TCL and MQG at their current prices?

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

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Question asked

Our opinion on TCL and MQG at their current prices?

Hi James,

I'm really enjoying the daily emails and the MM commentary - thanks. I'd be interested in your current comment/opinion on TCL and MQG at their current prices and with regard to their outlooks. TCL I've had my eye on for a while. MQG I'm pondering the relative merits of the SPP participation at current values (long term holder).

Thank you!

Tracy K

Answer

Hi Tracy,

  • We discussed MQG and its SPP earlier but the company overall is kicking goals and the stock clearly looks great – MQG will be a big winner in the renewables space over the coming years.
  • MM holds Transurban (TCL) in our Active Income Portfolio, we remain bullish although rising bond yields will create a headwind for the stock, partially offset by their inflation linked pricing model.
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Transurban (TCL)
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