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Archives: Questions And Answers

Does MM have any interest in HPI?

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Hi James and team,
Thanks for continued informative reports.

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Does MM like any Chinese Banks?

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Hi James and Team,

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Would you invest in currency hedged or unhedged ETFs?

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Hi James. With the aussie dollar at about 66 US cents, do you have a view on buying unhedged ETFs or the currency hedged version at the moment? eg. IVV v IHVV and QUAL v QHAL?

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Thoughts on the director selling in Block Inc. (SQ2), please

by Shawn Hickman

Hi Guys, I see that there is some selling by Directors and Management in SQ2. Can you give me a read on this and the stock in general please.

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Does MM prefer high interest accounts vs MOT, KKC, MXT, NBI, XARO et?

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hi Gents, in October 2019 you wrote a blog Report: Where to put money coming out of Term Deposits? (MXT, MOT, PCI, NBI, XARO AXW) KKC. With the term deposits or high interest accounts now much more at acceptable return levels, i would like to know where you would put your cash. Thanks heaps in advance. Filip

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Would MM buy Lovisa (LOV) at current levels?

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Hi James, I’d love to at some point increase my exposure to retailers – I know a lot of them are trading at very low P/Es and also a lot are coming off their tops this week – do you think this is presenting a good opportunity? If so, who would you have your eye on? I know MM already owns LOV but what are your thoughts on some of the others like JBH or PMV or would you get into LOV now its come off its highs if we don’t have any exposure? Obviously understand this is general advice. Thanks for your commentary as always.

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Could you update your views on ABP & MTS

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Hi MM,

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Does MM still like Gentrack (GTK)?

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Thanks for the daily report and insightful commentary.

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Have Elders (ELD) shares hit the bottom?

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Just asking on Elders shares have they hit the floor and now bouncing back

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Whitehaven Coal (WHC) – take losses or be patient?

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Hello guys,

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