Archives: Questions And Answers
Hi James and Team
What’s your latest view on the Big 4 Banks (CBA, NAB,ANZ,WBC). Financials have fallen away and 3 of the 4 will be reporting in Nov. Are you expecting the Banks to lift?
regards
Debbie
Hi James & Team, In your note this morning 25/10 you mention BHP ADR rose US$ .60 . When I compare with the pricing in Com Sec They state BHP ADR as Us$56.22 rose 2.5% US$1.37 . Why the difference?
I have a question about MM’s position in Dexus. Are you still confident that the stock is still a discount to NTA? It’s tough out there in commercial property land and just looking at some of the private sector transactions and whats seems to be happening in the sector in the real world – do you think Dexus’ NTA, in real terms, is actually much lower than being reported, and so the discounted share price isn’t really a discount anymore. What needs to happen for MM to cut the position or buy more?
Hi Team
With DXS now trading at lowest levels in years, is this a compelling buy (or top up) or just catching falling knife? Dividend is becoming more attractive by the day. Interested in MM’s thoughts on this one.
Many thanks
Alex
Hi James
Interested in MM’s view on BHP at these levels. Do you think it’s a buy if underinvested, or better prices ahead?
Many thanks
Alex
Hi, I have just completed your online survey and guess I have more of a suggestion rather than a question. How about adding a penny dreadful on occasions?
Maybe with the weekly QA. OK, not investment grade, I get that, but a whisper you have heard on the grapevine, or something that has piqued your interest. Kind of like Barry FitzGerald’s “Garimpeiro” suggestions. Just a thought, but something many of us on the outside would enjoy. Cheers, Jeff.
Can MM please update on the following REITs:
Hi James and team,
Hi guys, sorry for the repeat questions.
I appreciate the call during the week from missing out late on a question last week, sorry, I couldn’t answer though.
