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Views on AIA and TLG please

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Hi James and Team,

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Thoughts on Charter Hall Group (CHC) here please

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Hi James and the Team,

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How should we play US tech from here?

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Continue to find your service stimulating and essential daily reading. Just renewed for 2 more years – thank you!

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What are MM’s thoughts on SmartGroup & Super Retail Group?

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Hi James and Team
Can I have your current view on Smartgroup.
It has had a good run lately. What price target do you have on SIQ?
Also your view on Super Retail. Is it a Hold or Sell?

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Updated thoughts on the Nitro takeover please

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Hey Team,

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What is your view on major iron ore names RIO, BHP, and FMG?

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Hi James and Team
What’s your latest view on the Iron Ore names.
I’m holding all 3 above – With all 3 paying dividends already this month I don’t need to be holding for the yield. Do you see further upside short term? What price do you see these 3 stocks reaching in 2023? Are they sells or holds?
regards
Debbie

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What does MM think of Weebit Nano (WBT)?

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Hi James,

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Does MM have a view on ConocoPhillips (COP US)

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Do you have any research or opinion on ConocoPhillips?
Thanks,
Jill

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MM should be helping Magellan (MFG)!

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Not a question, more a suggestion: Can you make sure you send The Quarterly to Magellan (MFG) as they are unfortunately in need of all the help they can get!
Cheers,
Michael.

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Thoughts on Australian hybrids please.

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Hi Team, Great to see coal prices listed in your morning report. Would appreciate your advice on : 1) Is CBA launching another PERLS? If so how can one invest in? 2) In your opinion do all bank hybrids rank equally? If not which do you consider is the best at present? 3) Bank hybrids rank before the bank shares, so it seems pretty safe to my mind. Am I correct? 4) What is your opinion on the ETF USTB? Is it more secure than bank hybrids? Many thanks
Sidney

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