Archives: Questions And Answers
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.
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!
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.
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.
S32 (mkt cap ($17.3M) and SFR (mkt cap $2.8M) are likely bidders for the Khoemacau copper mine located in Botswanna.
The mooted sale price is >$2B. Given SFR’s mkt cap and gearing relative to that of S32, isn’t it unlikely that SFR will win this auction.
Hi Guys…Keep up the great work! Can you guide as to the justification of the meteoric rise in BKW? SOL has recently traded lower and broken the tight correlation the two have had. Is it the recent move into North America? (check with BLD as to the challenges there). What is your current view on BKW please…
Hi Team,
Love the reports, you make it very easy to understand and follow, keep up the good work.
Just wanted to pick your brain and get your thoughts on ARN Media (ASX Code: A1N). Am interested in investing in this stock.
Thanks in advance!
Thanks James and Team for your ongoing commentary at both a macro and micro level,
I like your overall offering , particularly the research provided on individual stocks and your views on possible price entry levels ( not generally provided from other sources ) ,
My question relates to the falling share price of PPE . Despite strong fundamentals , including high ROE , and
a low forward PER , the share price continues to consistently fall
Your views on this will be most appreciated . Should I continue to hold this stock ? , General advice only . Thanks . David
