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Archives: Questions And Answers

Bank Hybrid replacement

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Hi James,
I hope the break was refreshing.
As Bank Hybrids are being phased out, what is MM’s preferred alternative investment for the future for retirees? I can see no comparable direct alternative.

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Bank shares trading range for 2026

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You mention that MM is targetting new highs for ANZ and WBC this year. Why is this and what range are you targetting for both these companies? Also. what is your view on the NAB share price range this year and why?

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Vaneck Global Listed Private Credit ETF (LEND) and VHY (Vanguard Australian High Yield)

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Good morning, James. There has been a lot of talk about ETFs in recent months. I was wondering if MM had an opinion on LEND (VanEk Global Private Credit) and VHY (Vanguard Australian High Yield)?

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Quality stocks underperforming

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Torsten Slok has another very interesting graph this morning showing how companies in the US with negative EPS are doing better than companies with positive EPS. Can you explain what the heck is going on there?

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VanEck International Value ETF (VLUE)

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To the MM team,
I would like your thoughts on the ETF VLUE.
It seems to me that for 2026 value may a better place to be than pure growth. If my thoughts are correct is VLUE a good way to play this thematic.
Keep up the good work
Charles

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Updated view on ALS Global (ALQ)

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Happy New Year MM!

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Your thoughts on AGL Energy (AGL) and Lindsay Australia (LAU)

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Happy New Year Esteemed Team,

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Centuria Office REIT (COF)

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Hello James and crew – Happy New Year.
Following on from the excellent report this morning on Charter Hall Long WALE REIT (CLW) could I please get your thoughts on COF. Regards Geoff

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Precious Metals

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I have a real interest in ETPMAG (Silver); ETPMPD (Palladium); ETPMPM (Precious metals basket) and ETPMPT (Platinum) as 3 month or so investments, especially if IKO (Korea as a 50% weighting in my portfolio) falls over. I have read a long article by Sprott Asset Management – who you may have come across, as like you they are very sophisticated analysts, and the future of silver looks very positive. What do you think? I’m keen to be able to sleep at night, particularly as their rise has been so rapid, I get apprehensive about a bigger pull back than you mention in your notes on ETPMAG. Looking for some guidance here as I’m well aware I’m a late entrant into this groups of precious metals.

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Thoughts on Xero Ltd (XRO)

by Vanessa Chin

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months?

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