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Why is Telstra commanding a high PE at the moment?

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Historic PE over 10 years is say 15. The current PE is 26 .

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Electricity rate increases

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Hi guys

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Updates on ABB and PEN please.

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Hi MM,

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What does MM think about John Lyng Group (JLG)?

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Hi Team,
Please comment on the long-term prospects of John Ling Group. Is the SPP worth taking up when it is so close to the market price?
Thanks & regards,
sidney

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Does MM like CBA into its report & dividend?

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Hi James and Team
How will you be playing CBA in the run up to reporting and their dividend payment ex in Aug? Broker consensus is sell with an avg P.T of $89.47. You hold in both the growth and Income portfolios. Currently $105.25 – Do you have a price target it could trade up to where you will sell leading up to reporting?
regards
Debbie

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Does MM like Corporate Travel (CTD) here?

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Hi guys
Your thoughts on corporare travel
They just received another large contract and given flight centres recent positive corporate travel results do you think ctd is a good company to buy
Thanks
Tony

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A potential copper remedy for S32 and SFR?

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Shouldn’t S32 and SFR form a JV to bid for the Khoemacau copper mine in Botswana. SFR could fund its half share of Khoemacau by putting its existing Botswana Motheo copper project into the JV. SFR would not have to raise funds but the bigger S32 would need to have a rights issue. Both miners would then derive synergy benefits of owning both mines.
At a later date, S32 could then bid for SFR.

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What Hybrids does MM like today?

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Hi James,
Could you suggest a few Hybrids one could add to a portfolio for a bit of income. Incidentally, I recall (as I had just sold them) you wrote or said quite some time ago “I don’t know how anyone can make money out of Lend Lease!”
Cheers, Mick.

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What is the dividend yield and % franking in the Flagship Growth Portfolio returns?

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Annualised what is the dividend yield and % franked…appreciate this will vary depending on fund composition at any point in time.

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Where do I start with Hybrids?

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Thank you for your outstanding service, which I have been following using for a while now and have benefited from it very much. I particularly like your straightforward commentary and opinions.

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