Archives: Questions And Answers
Couldn’t the forthcoming dividend from PLS be higher than consensus. PLS has a whopping $3.3BILLION in cash which must be generating considerable interest income in addition to spodumene revenue. There are 3billion shares on issue so if the dividend were only 10c, that’s less than 10% of the cash kitty. Is the PLS market price telling us that the forthcoming dividend is going to be much more than 10c ?
Hi , I have these stocks and wonder what your view on them are?
Buy , hold , sell? While I think the reporting was just ok, they certainly are not shooting the lights out.
I had them before I joined MM, And I am slowly getting my portfolio to be close to your’s.
Hi James and Team
Now that we have held CBA for the fully franked $2.40 dividend – what are your plans towards CBA in the income portfolio? Is there a range you expect CBA to trade in and is there a price you will consider selling and maybe using these proceeds towards a stock on your hitlist?
regards
Debbie
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?
