Archives: Questions And Answers
Half yearly results from Bega show strong sales at $1.7B, fairly good profit (with only farmgate prices & bulk sales limited) and promising forecasts. Page 15 of their presentation shows them as #1 in flavoured milk, yogurt & spreads. Also making huge progress in the route trade. Debt is also coming down after buying drinks division.
Is it worth putting them on your Hit List for Growth or Income portfolios?
Seems like they’re certainly moving up the Australian market tree.
What’s your thoughts
Thx Glenn
Wondering what your thoughts on HLI? I can’t find any history on your site. It’s engaged in mortgage insurance, seems profitable, had several iterations & capital returns over last 5+ yrs. So being in the insurance & finance space it seems dependent on interest rates, consumer cycles, real estate prices and banking trends (& rules). Market Cap anround $1.35B. I’d appreciate some of your excellent coverage.
Hi James and Team
Your latest comment on XRO was “the ALU euphoria looks capable of taking XRO well into $130-$140 target area – long and bullish XRO”
Do you view the market is assuming XRO can replicate its Australian growth into the US market. If so are you concerned about its US competitor Quick Books who have a dominant 80 to 85% market position which will be difficult to overcome. Has the market become too optimistic of their drive into the US market. How much is the growth into the US priced in to XRO’s current price?
Could this be a headwind or catalyst to disappoint. When do you expect an update from XRO.
regards
With the BHP share price down 10%+ over Jan/Feb, at what price is it a buy?
What are your views on the current takeover offer for CSR? Do you think it is likely to succeed and how do you think it might play out from here? Can you give any idea of the timeframe.
Good morning James & Harry,
Morning Shawn, appreciated the hard work MM put into guiding us in the last few years.
