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Archives: Questions And Answers

Thoughts on “Big Four” banks & Macquarie Group

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Hi James and Team
Financials have improved recently – What is your view short term from the point of view of lightening my weighting towards the Big 4 or replacing with Macquarie which I’ve failed to get set in several times. Do you see further upside before selling? At what price is MQG good risk reward to buy?
regards

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What’s happening with Calix (CXL) at the moment?

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Morning all at MM. Do you have any intel on why Calix appears unloved at the moment? After the selldown 5 weeks ago, the price is still drifting and appears to be accelerating! And if I can be cheeky, could I please ask another question? To offset the pain of Calix, I have been enjoying the fruits of your call on AGL – do you have a target in mind for this good news story? Cheers

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Whats the outlook for small Caps?

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Hi MM

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Thoughts on Capitol Health, Austal and Standline Resources?

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Hi James and Team
Can I have your current view on Capitol Health and Austal
Also is Standline Resources looking like a buy following recent falls?
regards
Debbie

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What are your thoughts on Dreadnought Resources (DRE)?

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What are your thoughts on Dreadnought Resources (DRE), and what would future prospects be.

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Is MM considering EML at the moment?

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Just wondering if you have any future plans for selling/holding EML? You have a decent amount of it in your Emerging companies portfolio at an 80% loss. I thought you guys possibly would have sold it at some point on the way down with all the negative updates as you do with other stocks.

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Does MM believe Elders (ELD) has seen a bottom?

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Hi James,

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Why is Inghams (ING) still going backwards?

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Hi MM
Thanks for your excellent commentary and I’ve just re-signed for another 2 years so please keep up the great work.
Wondering if you could throw some light on why the chicken company Inghams (ING) seems to be going backwards recently in relation to share price. Apparently chicken is one of the cheapest sources of protein so I’d expect ING should thrive during a cost of living crisis!

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Does MM Like US medical device companies ( Stryker, Abbott etc )?

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Would MM consider investing in US medical device companies (Stryker, Abbott etc ) now that older, cashed-up Americans are increasingly undergoing medical device replacements ? J.

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What is MM’s overall Investment Strategy?

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As a new investor in the stockmarket can you speak/give advice about investment strategy. eg. buying and holding stocks versus trading stocks for profit/loss. Dividend reinvestment plans in order to increase portfolio size versus banking dividends as profit.

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