Archives: Questions And Answers
Hi Jmaes & MM team,
Hi team.
Thanks for continuing high value comments and clear communication.
Brambles came out with Qtrly report which failed to inspire the Mkt mainly due Forecasts.
So they’re getting higher prices, better value but customers while doing inventory minimising are reducing there pallet stocking needs.
Do you think this is an overreaction by the Mkt as inventories will rise again and volume growth for BXB will follow?
It seems that forecasts are being made even more important these days (rather than results).
Thx Glenn
The Uranium sector seems to have gone into hibernation despite the obvious global supply/demand situation. What are your views on the near-term potential for ASX-listed uranium stocks?
Hi James, Being a member with MM provides me daily a true concise insight for my own investing trading journey. Thank you.
I have been following AIC Mines (A1M) for some time now. I missed the boat when SFR was a great risk / reward buy. What are your thoughts regarding A1M now after its Stella run over the past few weeks?
Hi team,
With Bowen Coking Coal now sitting around 0.05c, if you didn’t own it, would you buy it?
Yes or no?
I realise it’s still shown as Active, but with your losses around 80 odd % on this stock ???
What’s your thinking?
Cheers,
Jeff
Hi James and team,
The market has had a nice pullback – just wondering, if you didn’t have any positions in any stocks, what has come back nicely which you would want to enter? Whats your current highest conviction calls if you didn’t have any money in play?
Message: Good morning MM,
This mornung you wrote “We reiterate that MM is bullish bonds/bearish yields” I hold QBE in a DIY fund and I wonder if you could write a short primer on the correlation of bond prices/yields to the fortunes of insurers [and specifically QBE] I am currently in it for the capital gain as their dividends are rather paltry
Many thanks
John Smith
PS I am a “refugee” from Stock Specialist. Your website and newsletters – chalk and cheese!!
I would like your opinion on the current strong share price growth in this comapny. I understand it currently has no instituional or major shareholders – is that an issue? It does seem to be on a very strong footing with strong market tailwind and growth pathway. I am a holder with an overweight position and wanted a sanity check to see if I am missing any red flags here?
Hi team, thanks for your great commentary and analysis!
