Archives: Questions And Answers
Hey James and Team
Thanks for your ongoing commentary.
My questions :
WTC – following Wednesday’s results you stated ” MM has no interest in WTC ” . At what price would you consider buying
MP1 – It is in an upgrade cycle . Would MM add to your position here?
General Advice only
Thank you
David
Hi guys
Your thoughts on whitehaven coal it seems that there are rumours that the govt might put an extra tax on the coal and gas industry
Do you think this is a problem fo whc as i thought their report was very good including a 42c dividend which is about 7% fully franked and they are also sitting on alot of cash
Since the shares have dropped over 10% do you think this is a good buying opportunity
Thanks
Tony
Good morning,
I have found your recent notes really interesting, thank you!
I have been hesitant to jump on the share price rising momentum for Baby Bunting. Their latest results were not surprising and no guidance was offered for FY24, yet the share price jumped. Historically, this business has demonstrated it can deliver and grow profitably. Does MM believe BBN’s management can successfully navigate the current market conditions and deliver the growth strategy?
Thanks,
Angela
It would be great if you could set out the ABC of Hybrid selection and ownership.
Hi MM team,
I recently bought Resmed (RMD) but it seems to keep declining further. Any thoughts on why it continues to fall?
As a new investor to your portfolios, what is the best way to start? Just to allocate as per the recommendations listed? Or wait for EOM reports/rebalancing?
Are ABG/ASK and NSR looking value at their current price. I have noticed they have fallen quite a lot especially the demergered ABG and ASK. Thanks Shane
Hi James et.al,
Last weekend you answered Sidney’s question and mentioned Stake and HIN numbers. What should we punters consider in terms of safety when using no frill brokers whether it be Stake, SuperHero or any others?
Difficult question for you, but which cheap platform/broker would you recommend? And CMC now that ANZ has gone missing, any comments there?
Cheers
Jeff
Dear James and Team,
From what I understand the slow down and lack of big stimulus in China is having a negative impact on all our resources stocks.
My guess / hope is that this will eventually turn around and demand will pick up leading to our resources coming back in demand.
So my question, what is the trigger that MM is looking for to increase exposure to the resources market? Or is based more on stock specific issues (i.e. BHP at $40)?
When you do buy back in would you look at stocks like AKE, IGO or PLS?
Regards, Charles
