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Archives: Questions And Answers

Best way to play the Tech stock rally

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Hi James,

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MMs thoughts on Banks/hybrids

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Dear James/Shawn,

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Talking Dexus (DXS)

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To add to my prior question from a few moments ago, do you know what the forecast/expectation is for the upcoming dividend and does this align with your own expectations?

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Why is a weak US$ good for Australian resource stocks?

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Dear James and Team,

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Portfolio Yields

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Hi MM, Can you please show me how you arrive at your +/- % in your Portfolios?
Like how you arrive at the Div amount for a start and how you then incorporate that into arriving at your yield figure?
Regards, Mick.

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Is mineral sands operator Iluka (ILU) concerning you?

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Hi James and the team!

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Does MM like any graphite players?

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Hi James et.al,

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I think the takeover of DCN looks poor, agreed?

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Dear MM

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Why would MM sell DUB/PBH?

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Thanks for your ongoing excellent advice, however I was a little surprised at some of your 9 November sales, especially DUB and PBH, which sustained losses on sale of about 89% and 84% respectively (if my sums are right). Selling at the low points these stocks had reached seems counter-intuitive to me, as you have taken big losses and have not generated much in the way of funds for alternative purchases.

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What are MM’s thoughts on Pengana Equity Trust (PE1)?

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Hi Team,

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