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Archives: Questions And Answers

Takeover targets – take the money and run or hang on for the ride?

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Hi

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Thoughts on ZIP Co & AIC Mines please

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Hi James and Team
Can I have your current view on ZIP SPP @ $1.56.
Last report on ZIP in the Q&A on 15/6 you liked it around $1.30. Are you positive ZIP at the $1.56 price and would you participate in the SPP?

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Is Aussie Broadband (ABB) oversold?

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THOUGHTS ON ABB. HAVE THEY BEEN OVER SOLD. ?
Regards John

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Active Tag on Goodman Group (GMG)

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Hi team,

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Upside/downside – Taking Positions

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Dear MM,

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Energy / Iron ore / Met Coal / Gold

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Dear MM,

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Thoughts on RED 5 Ltd(RED) please

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H , please advise your thoughts on RED now the merger has been completed, many thanks Alan

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MM’s view on COG Financial Services (COG)

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Before asking my question, I would like to thank you for the valuable opinions and analyses of the macroenvironment and stock selection. They brought me quite a lot of successs.
Now a question on COG. I noticed the stock has drifted down continuously and has almost reached the support level. With a dividend yield of >8% fully franked, do you thnk it is now an opportunity to buy or it could be a dividend trap?

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Thoughts on Codan (CDA)

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Codan has risen substantially. At $12 is well in excess of its fair value of $10.54, but it still seems to have momentum.

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Would MM consider adding PEN to its Emerging Company Portfolio?

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Hi MM,

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