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Archives: Questions And Answers

What does “Active” mean in the MM portfolios?

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Please explain why companies in your portfolios are shown as active or not? eg only APA is not shown as active in your Income Portfolio.

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Sell the Ramsay Health Care (RHC) bounce?

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Hi guys. Loving the subscription!

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Does MM like Vulcan Energy Resources (VUL) here?

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Would Vulcan Energy Resources be a reasonable investment now it has dropped so much in price?
Thanks
Sue

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Thoughts on Core Lithium (CXO) SPP

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Any thoughts on the upcoming SPP at 40c a share?

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S32

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Appreciate MM’s interest in S32 at the appropriate price. After today’s full year result and the further sell-off where does MM see value emerge to initiate an entry position. It appears to only be ~4% off 52 week lows.

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MM’s view on Seven Group (SVW) please

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Hey James and Team. This is a very well diversified Group which this week had a strong report with sound fundamentals. I particularly like its strong ROE. SP has grown strongly over the last 5 years with a strong management team.
I would appreciate your view on SVW and whether you would buy the stock now. You last covered the stock some time ago .
General advice only
Many thanks

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Your opinion on TLS, TPG, PPT, APA for dividends

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Hi James,
Keep up the good work!
I am looking for something that pays a good dividend with some possibility of growth and is unlikely to be taken over. Telstra and TPG come to mind. Do you like either of them using those parameters? If not why not. Personally I have long had a low opinion of Telstra but times change and one must change with them.
Also, I hear little news of PPT these days. Do you think it is a good long-term high yield company? I own some APA and have been hearing some negatives about the company. Is there reason to be alarmed or concerned. I suspect not, but,times are changing quickly.
Paul

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Does MM like AIC Mines (A1M) for copper exposure?

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Hi James and Team
ACI Mines was mentioned in your Webinar on 15th June.
What is your current view on A1M for copper exposure.
Has reached 40c in June and has recently dropped as low as 30.5c. At what price is the risk reward an opportunity?
regards

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Thoughts on Smart Group (SIQ) going forward please

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HI James and crew,
Following the release of reports today I would appreciate your thoughts on Smart Group (SIQ) as they have been on your watchlist now for quite awhile. Thanks Geoff

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Why did WiseTech (WTC) get hammered this week?

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The reason for the 20% drop today their result seemed very good

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