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Archives: Questions And Answers

Stocks you follow

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I really appreciate your straight talking honest approach and willingness to add a WTFWWK caveat when commenting on a stock you don’t follow… which leads to my question: Is there a list somewhere on your website that members can access of stocks you do follow? (Typing in stock codes one by one to see if you have a page on that stock doesn’t cut it for me). I am sure there are quite a few stocks you follow that I might like to put on my radar simply because of the insights on these stocks that you can provide. TIA Jeremy

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Updated view on KAR

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To the MM Team,
Please can I have an updated view on KAR. I understand that to a large extent the price of listed oil companies are a function of the oil price (and by extension the economy) but KAR has fallen substantially more than WDS.
Analyst price expectations seem very optimistic at around $2.40.
I think your last update was back in June when you were relatively bullish on the stock. How do you feel now?
Thanks,
Charles

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Is SGR worth a punt?

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Hi MM team,

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Is JHX a buy today or should we wait?

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Hi Guys

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Website to access derivative prices

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Hi MM,
Do you have a recommended (hopefully free) website to access live derivative prices (put and call options)?
I’ve been using the asx website but was wondering whether there are better sites to access.
Thanks.

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Gold Stocks

by James Gerrish

Hi guys, there was a view early last year that gold stocks were lagging the gold price and thus offered some value, throughout this year gold stocks have followed the gold price price higher and rallied – they’ve done some nice catch up. NST and EVN up around 50% (depending on when you start). Whats your current view and future outlook on Gold and these stocks? Have they finished their catch up? Thanks for all your excellent commentary. Cheers, Josh

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WEBJET and Webjet group ltd

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If the share holders voted on this split and thought it was such a great plan why has the arse fallen out of both today on the ASX Monday morning, wasn’t it explained to the share holders what would happen. If it was such a great idea why didn’t the share price go up.

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Thoughts on KCN and PLL

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What are your thoughts?

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Gold Stocks

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Hi guys, there was a view early last year that gold stocks were lagging the gold price and thus offered some value, throughout this year gold stocks have followed the gold price price higher and rallied – they’ve done some nice catch up. NST and EVN up around 50% (depending on when you start). Whats your current view and future outlook on Gold and these stocks? Have they finished their catch up? Thanks for all your excellent commentary. Cheers, Josh

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Outlook for the Gold Price and some Gold Stocks

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Just a question – What is the outlook for the Gold Price ? I know MM is bullish on EVN. What about the other names – especially NEM, RRL, NST? At what point should we trim or take profit on these stocks?

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