Archives: Questions And Answers
Hi James and Team,
I am wondering if you have a view on SGF. F23 results were strong and they are guiding to another positive performance in F24. Recently they advised of a sell down by a major shareholder and, more alarming, the resignation of their auditor due to “incompatible working styles”. The share price fell accordingly. Do you have any insight into this?
Thanks, Ian
James, I would like your view on MXT for income. I notice you once had it in your Active Income Fund and wonder were it would sit now.
Hello MM team,
Hi guys
I noticed that Anthony Scali just sold a large chunk of his NCK shares to me this is a red flag
Also your thoughts on the retail sector like hvn uni jbh and pmv which i notice you still have in your emerging companies portfolio
Do you think these companies will struggle even further due to another interest rate rise
Thanks
Tony
Hi guys, just a quick one today.
What do you think could be a realistic Santa rally.
Looking across a few indexes we can see that the U.S. has had a really good rally lately and pretty much all pushing their highs; likewise, Euro indexes, even through Asia.
The U.K and ASX and still crawling around on the ground being only approx. 4% from their lows. The CAC has seemed to run well, and although we are similar with the FTSE, I feel we are lagging behind.
I know we are still having inflation issues and not looking as good as other places, but with that, businesses are still earning. Even with a 3% rally, we’d only be back to where we were a few months ago.
Regards,
Simon
Does a member have access to the portfolios? What brokerage is charged on portfolio trades?
Are there any other fees on portfolios?
Both entities had a change of management in recent times, and also a dive in their share price this week for different reasons. Do you think they are valued propositions and do you believe the strategies are sound, and that the current management has the capability to execute those strategies. Love to hear your thoughts.
