Archives: Questions And Answers
You mentioned Rural Funds Group RFF in your response to a question in the last Weekend Report. Do you hold a view/opinion on RFF?
RFF appeared bullish up to the end of 2021 but since then the share price has been in decline/flat.
Hi I am taking a look at my worst 4 stocks besides BCB , I Feel there is life in AFG , DDR and they pay good dividends , I did not sell when you guys did with PPS and it has seemed to form a base , with RFG I have held for a long time and am down about 23 % and it looks like it will never pay a dividend again ? , Any way I am interested in your thoughts ?
Hi James,
Hi MM team, keen for some updated thoughts on a couple of stocks, geared towards the more “emerging” side…
IEL – seems to have had a tough run with international students being targeted by government policies. A number of other other fundies seem to now rate IEL as one to buy now during this rough patch. Thoughts?
LOV – a very big -10% drop in one day with the news of the current CEO leaving in 12 months time. Do you see this as an overreaction from the market? Would this be an opportune time to buy?
FDV and TYR – any updated thoughts?
Hi James, Shawn and the MM team,
Good morning, I am looking at adding CMW (Cromwell Property Group) to my real estate stocks. I am attracted by the high dividend and it looks to be good value at around 43 cents. Do you believe this is a good entry price from a risk reward perspective, and is the dividend is sustainable?
Hi Team
Can you please explain what the rationale for holding on to RHC in the active portfolio?
The stock seems to be going from bad to worse and it’s now down over 30%.
You cut CTD when you realised you got it wrong, selling with a 20+% loss
I’m not complaining, I just want to understand.
Good morning team,
Two quickies.
1. Has Capricorn Metals flashed across your screens? CMM is profitable gold producer with good mx and 2nd project supposedly as good as the first.
2. I have been riding RTH for some time and she’s a thoroughbred (ok, terrible pun). But Canberra based company with a fascinating product and global reach.
Appreciate your considered and concise comments.
Cheers
Jeff M.
Team,
