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Archives: Questions And Answers

Is MM considering taking some profit on our copper stocks?

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Hi Guys

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To trim or not to trim?

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Lets talk about a hypothetical portfolio. Assume an ASX listed stock bought a decade ago, represented back then about 5% of the portfolio, but has increased in value, to currently represent 15% of the portfolio. Everyone would suggest to spread the risk, rebalance by trimming it. The next question is where to invest the surplus funds created? Whatever good suggestions we have received from you, we would have bought by now. Seeing, that this is the best performing stock in the portfolio, anything else will perform less well! So, one would have spread the risk more evenly, but has reduced growth and/or the income of the portfolio!
As Hamlet would ask: “to trim or not to trim – this is the question”?
What is your Shakespearean suggestion?
Kind regards,
Hamlet (also known as John G)

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Light & Wonder Inc (LNW) and Fenix Resources (FEX)

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Hi James & Team,

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Industrials with Defence Contracts

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Hi guys

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Silver exposure

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Hi guys, I’ve heard some commentary recently that silver might do well – or start to catch up to gold – what would you recommend as the best way to gain exposure to uplifts in the silver price – is there a silver ETF? Cheers, Josh

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Proteomics International Labs Ltd (PIQ)

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Hi!
Could I please get some advice about PIQ which as a biotech company has a great product but the share price is languishing well below its recent SPP price? Your thoughts?

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GQG Partners (GQG) and Firetrail Small Companies Fund (FSML)

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To The MM Team,

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BHP Group (BHP) recent performance

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Hi Team,

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Thoughts on Tivan Ltd (TVN)

by Shawn Hickman

Hi, Im a new subscriber and enjoying your daily updates and stock summaries. One question I have, as a financial adviser I occasionally get asked about spec stocks. I understand MM cant cover every stock in the universe but stock is called Tivan. There is a paragraph on your website but if you could steer me towards where I can get more info that would be appreciated.
Thank you
Ben

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Stocks to be patient with?

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Hi again,
I have just two stocks that I’m concerned about that I’ve held patiently for quite some time, which are Mesoblast (MSB) and Bravura Solutions (BVS). Interestingly, both five-year charts are almost identical. Would you maintain the vigil or get out?
Thank you for your continued guidance.
David

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