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Thoughts towards Allkem Limited (AKE) please

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Dear James and Shawn

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Potential escalation between Israel and Hezbollah

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Hi James.
If you were to think a major escalation of conflict between Israel and its northern neighbours were imminent,, how would you prepare and what stocks would you expect to be most affected by such an event. Happy if you draw conclusion from effect of recent hamas event.
A

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Ideas on WDS next Dividend

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Do you have any indication of what WDS’s next dividend will be ?

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REITS

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Hi James & Shawn,

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IPH -thoughts after the large swings this week

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Hi Guys
what are your thought on IPH now, seems to have decent growth prospects and pays good income but share price is lagging, not sexy enough?
what do you think?

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Thoughts on Karoon Energy Ltd (KAR) please

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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

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Assess CFLO

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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.

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Macquarie substantial shareholder announcements

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Hi MM team,

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Audinate: USD falling headwind, Bond yield falling tailwind…

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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?

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Has Lindsay Australia bottomed?

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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

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