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Archives: Questions And Answers

Which does MM prefer DRO or ART?

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Hi James,

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How often is the MM Income fund pay a distribution?

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How often is a distribution
Thanks

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Any ideas why YAL dropped so hard after announcing a 70c dividend?

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YAL reportrd 70 cent fully franked div today yet dropped 5% on heavy turnover. I heard maybe their chinese owners might be going to take them over at a lower price.. Sounds unlikely but strange they should drop with such a big dividend. While you are at it surely AIS oversold – or maybe the report not as good as i thought.

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What are MM’s thoughts on Karoon (KAR) following Brazil’s tax?

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Hi James and Team
Lynas was hit with a fall of 7.2%, a casualty of Tesla’s investor day as Elon Musk flagged moves to remove rare earths from electric motors. Also Karoon Energy slipped 3.8%, hit by a “temporary” crude oil export tax by the Brazilian government. What’s your current view on LYC and rare earths being removed from electric motors?
Do you have any interest in Karoon if it continues to fall below $2 or is it best left alone given the crude oil export tax may not be so temporary?
regards

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Does MM like uranium stocks today?

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Hi Guys

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What are MM’s thoughts on gold stocks EVN & NST?

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Still enjoying the daily insights & rationale.

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Does MM like iron ore names as China lifts optimism?

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Hi James and Team
With Chinas PMI beat this week supporting the resource names – How would you be playing the Iron Ore Names?
FMG has already gone ex -dividend and BHP and RIO will follow next week on the 9th March. Do you see the Iron ore names being supported by this renewed optimism in China’s reopening? What price would you be looking at selling these 3 stocks into strength?
regards

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What’s MM’s current view on Strike Energy (STX)?

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Message: back in September 2022 a contributor asked ” does MM like STX?”. Does MM hold an updated view on STX in view of mant favourable moves, announcements ( especially around WGO, TPD) since September last? The purported looming gas shortage in WA will become significant by 2025?

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What are MM’s current thoughts on Betashares Australian Resources Sector ETF (QRE)?

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MM wrote recently (20.03.23) about QRE (Betashares Australian Resources Sector ETF) as an option MM is considering 5% lower. QRE has since (as of today, 27.02.23) fallen approximately 5%, although I appreciate given MM’s recent comments about resources/the resource sector that this ETF may remain on your watchlist at present.

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Does MM like Covered call ETF’s?

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What is MM view on covered call ETF AYLD with GlobalX and are at call etfs really worthwhile for cash holdings (AAA & BILL) pending reinvestment? I note AAA went ex .12985709 divi (not franked) which only equates to 1.55%pa currently and that’s before taking into account brokerage and buy/sell spread. I thought the bank savings account rates on offer were bad!

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