Archives: Questions And Answers
Hi guys, just a quick one.
Can I have your updated thoughts on Xero please and short term crystal ball predictions.
I had been expecting a bounce, but with only bad news around it’s looking like I may have caught the falling knife.
Thanks
Hi James & Team
This last week has been good for the Big 4 Banks.
I hold ANZ, CBA & NAB. Concerns around housing market, inflation, changes to capital gains tax, negative gearing etc have impacted the Banks. What is your current view on ANZ, CBA, NAB and WBC? Do you see further upside in the next few months? Would you see any upside an opportunity to reduce banking exposure?
regards
Debbie
Hi again,
Dear MM,
Thanks for all the excellent work, may you be well rewarded in the upcoming reporting season. I was wondering whether you had come across Vitrafy Life Sciences, VFY. If so, what are your thoughts following its recent capital raising? Best regards, Mark
Hi guys, would love to know your current view on a few positions in the growth portfolio – how you feel about how the buying thesis is playing out, your current levels of ‘comfort’ in these positions, I note they are all marked active, so would MM be buyers at these levels if you weren’t in them already. Has anything changed? More conviction about some of theses? The positions are: WOR, WHC, SFR and MGR. Thanks so much for your analysis.
Hi M&M, Your Stock Broking Skills made me a good sum of cash on LTR, Thank you.
Hi MM,
Dear MM, thanks for your great support, including this Q&A. Both marvellous. I was hoping to get your views on PXA and C79. PXA share price continues to decline, is there a price where it again becomes interesting on value or have we overshot and it is now about sentiment/finding a bottom. The same or similar appears to be the case for C79. Although it appears interesting on value, sentiment appears to have pushed it lower still. Do you think the bottom has been reached? Many thanks and best regards, Mark
Hi. I am new to your service and am enjoying your current views on markets and stocks. However. I am having trouble reconciling your views on stocks and the forecast score. The latter is something I put emphasis because, if reliable, it indicated the stock’s quality. Two examples are SDR which you are ” long and bullish on around $4, yet the ” forecast” score is 5/10. Conversely for SSM you apparently have no interest, yet it has a perfect score of 10/10.
Can you address my confusion please?
