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Archives: Questions And Answers

Thoughts on CHC and REITS

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Dear James and Team,

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NEM take over of NCM

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I still hold 500 NCM shares.

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Why are WDS and OOO looking so different?

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Hi James,

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Flagship Portfolio Performance – New buys since 15/11/2022

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Hi James and Team

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Queries on FSLR, FTCH (US) and CLX, RPL (ASX)

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Hi MM,

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How does MM view retail and other sectors being sold off?

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Hi

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Thoughts on Redeemable Convertible Preference Shares (RCPS)

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Decmil have just announced that they will be raising funds through a RCPS. First time I have heard about RCPS ‘ and I am currently going through the information.
I would appreciate your thoughts on RCPS’ and the associated risks/rewards for the share holder.
Thanks
Richard

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Thoughts on “Big Four” banks & Macquarie Group

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Hi James and Team
Financials have improved recently – What is your view short term from the point of view of lightening my weighting towards the Big 4 or replacing with Macquarie which I’ve failed to get set in several times. Do you see further upside before selling? At what price is MQG good risk reward to buy?
regards

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What’s happening with Calix (CXL) at the moment?

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Morning all at MM. Do you have any intel on why Calix appears unloved at the moment? After the selldown 5 weeks ago, the price is still drifting and appears to be accelerating! And if I can be cheeky, could I please ask another question? To offset the pain of Calix, I have been enjoying the fruits of your call on AGL – do you have a target in mind for this good news story? Cheers

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Whats the outlook for small Caps?

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Hi MM

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