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Archives: Questions And Answers

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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Does MM like any ASX semiconductor businesses?

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Are you able to provide any information on Australian companies that belong in this field, also any ETF’s please?
Keep up the good work
Cheers
Peter

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What are MM’s thought on XARO Bond Fund?

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Hi James and team Can you give an updated view on XARO please

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Why did Lynas (LYC) get crunched this week?

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Hello guys – just wondering if you know what is driving the sell off of Lynas’ shares today (2 Mar). It started at ~2pm. Thanks

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What is Ridley’s (RIC) outlook?

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Hi,
Ridley Corporation (RIC) just came to my attention and I was quite surprised to see the share price performance of the last three years.

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What is MM’s updated view towards Cleanaway Waste (CWY)?

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Can I get your updated views on this company please.

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Does MM like Wisetech (WTC) after its result?

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Hi James and Team,

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Is it time to exit SBM?

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Hi James,

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