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MM’s Thoughts on WDS

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Hi MM,

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CTD in Growth Portfolio versus FLT

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Hi,
You have CTD in your growth portfolio. How do you rate CTD versus Flight Centre (FLT) as growth / income stocks?
Thanks Peter

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MFG on active growth and income portfolios

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Hi, MFG have had a disastrously bad run from mid 2021 due to a number of reasons including large fund outflows. MM currently hold MFG in the active growth and active income portfolios.

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SPP for NCK

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To the MM team,

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Resmed & Service Stream

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If you still held RMD what are your thoughts now with the stock trading around $33? Also I hold a few SSM & it’s a company that does not generate a lot of comments. Can I have your thoughts please. Thank you

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IVE Group Limited (IGL)

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Hi Team,

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GL1 Global Lithium (GL1)

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Hi guys,
Slight confusion. I notice Global Lithium GL1 is shown on the hit list, but not shown as Active in the Emerging Companies portfolio. What’s your current thinking re GL1, particularly as they commenced drilling at Manna this week ?
Cheers, Jeff.

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Where should I start buying BHP?

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Greetings and thank you so much for your great work and helping me to sleep better at night!
If one were to not own BHP, at what price do you suggest one could start to accumulate?
Thx so much, Bob

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RIO and BHP moving forward

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Hi MM team.

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Direction for interest rates

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Hi team,

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