Archives: Questions And Answers
Thoughts on SUL – SUL is making lower lows – Is it time to exit? It’s down more than 10% since your purchase, albeit ex div. Is it still a hold in your opinion? I would appreciate your thoughts.
Hi Gents,
Good afternoon MM team.
Just wondering if you can give me some background about the big rise in the price of DRO. Is is a good time to take profits?
Thank You for your continued great advice.
I would like to sell 387,200 class B shares of Eternal Aus Holdco.
Can you help?
Hi guys, Thanks again for all the work which goes into the reports and q&a’s. (and for the patience with another index question)
I actually have a suggestion and a question:
Hi, thanks for these Q&A Sessions.
Hi MM Team
I note your comments on the differing risk assessments of recession for equities vs bond credit spreads 33%v 9-12%. I am wonders how the %’s are calculated. I note that you have mentioned how the spreads are calculated from the risk free gov bond rate. Thanks for your words of wisdom and you continued excellent appraisals.
Do you have a view on the fundamental value of WHC?
