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Does MM see an ideal an entry point to invest in SOL?

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Hi again,
Hope you don’t mind me sending two questions this week. Thanks in advance!
I’ve researched Washington Soul Pattinson a few times in the past and I always missed the boat thinking the price was too high. I find myself again in a similar conundrum but this time I wonder if the coal price correction will eventually hit the share price of this stock, and I may shortly find a sweet entry point.
Your thoughts on that?
Thanks.

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Combined ETF and Equities portfolio

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Hi James
Great news about the new ETF portfolio especially since they are all ASX based.
Does it make sense to have an ETF portfolio similar to that presented by MM as a core investment with a number of additional equity investments as satellites. I am considering these satellite equities to be ASX200 high dividend stocks which I know will unbalance the A200 ETF somewhat.
Cheers
Rodney

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Does MM like Brambles (BXB) current elevated levels?

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Hi,

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Does MM see any upside in Magellan (MFG)?

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Is there a positive side to where MFG is currently trading ?

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What are MM’s thoughts around the ESS takeover?

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Thank you as usual for your reports. As you are aware ESS is in the final stages of a takeover/buyout. The agreed offer is 50 cents/share. What could be the investment logic of buyers offering 51 cents at this late stage? As an agreed shareholder awaiting my cheque in May am I missing something?

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What is MM’s view on Hastings Technology Metals (HAS)?

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Hi James,

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MM’s current views on MTS and semiconductors please

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Hi guys,

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Does MM like BVS &/or JEPI?

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Can I have your thoughts on BVS following the capital raise which has seen its share price halve. Also do you like JEPI as an income stock? Thanks

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Thoughts on SBM please

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Hi Team,

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Has MM considered Novo Nordisk (NVO US)?

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Hi James
Engaged in discovery, development, manufacturing and marketing of pharmaceutical products, NVO has two business segments – diabetes care and biopharmaceuticals. Of particular interest is the growth NVO’s diabetes and obesity products in the USA.
Is this a stock you have considered for the international portfolio?

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