Archives: Questions And Answers
Hi MM team, Enjoy your succinct report. Please enlighten me on the recent trading halt and your view on buy, hold or sell KAR. John
Dear MM, Could I get your assessment of this new ETF: CFLO. It’s only small but it invests in large international companies with robust cash flows. Is it worth a punt ? thx John.
Hi MM team,
Hi MM Team,
Recently you suggested taking profits/reducing Audinate (AD8) around $13 on the back of its good recent run and the anticipation that a falling USD may hurt their valuation. Since then the price has rallied another ~13% to now $14.77. With your view on (hopefully) falling bond yields in the medium term (which maybe has started to play out now) which should be a tailwind for the stock, I would very much appreciate an update on your AD8 view. Wouldn’t falling yields provide a greater benefit than the falling USD, overall perhaps pushing the stock even higher in the next year or so?
Hello James and Team,
Interested in your current thoughts on Lindsay Australia (LAU). The company used to be on your hit list for the Emerging Companies Portfolio. To us the Stock Report looks good but with some risk.
Cheers, Geoff
Hi James.
Can you please explain the TWER which have appeared in my portfolio. And comment on the value of the TWE entitlement offer.
Hi James, I was wondering id you could give me MM’s updated view on EDV. Is it representing value around these levels? What do you think the reason behind the low share price is and do you think the market is applying too much of a discount? Thanks, Josh
Dear James and Shawn
I was reading your comments about RHC in the Tuesday morning email and I’m wondering if you think that KKR will come back for another crack at Ramsay now that the share price is down at around the $50 mark or do you think that KKR has decided that it’s all too hard?
