Archives: Questions And Answers

Ram Essential Services Property Fund (REP)

March 7th, 2025 by

Hi guys
Whats your thoughts on rep ? It is a reit that invests mainly in essential healthcare which is a growing sector with our ageing population. It has a nta of $0.88c and is currently trading at $0.59 and they have been buying back shares as a result of the discount to nta. Also in the past 4 years they have paid a dividend of over $0.05c which is over 9% at the current share price. With interest rates now starting to fall this should also be a positive.
Thanks
Tony

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Thoughts on ServiceNow Inc (NOW US) please

March 1st, 2025 by

Looking for your thoughts on Service Now. After the pullback on lacklustre FY25 revenue growth is this looking like reasonable entry or could we see further declines towards $800?

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PMV and 360

March 1st, 2025 by

To the MM team,
Please can you provide me your latest thinking on PMV. Most of the financial metrics look solid. But, I am aware that PMV is a very different business now to what it was 6 months ago.
Then, if possible I would also like to hear your thoughts on 360. It seems a great business with the major concern being a lack of a sustainable moat (i.e. the big IT platforms could provide the same service as a free add-on).
Regards,
Charles

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ASX listed LIT’s – can they go bust?

March 1st, 2025 by

Hi James and the MM team,

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Goodman Group SPP

March 1st, 2025 by

Hi MM team
Just wondering what your thoughts are on the Goodman group SPP offer. I know you can’t give specific financial advice but generally speaking is it worth taking up?
Thanks

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Gold stocks & ETfs

March 1st, 2025 by

Which Gold stocks should I sell? I want to trim the companies but which ones are best to keep? I have shares in ETF QAU, RMS, NST, NEM and FXG

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ASX company Finbar (FRI)

March 1st, 2025 by

Hi MM team,
Much appreciated your regular and clear advice.
I am wondering if you have any thoughts on Finbar (FRI) which is the largest apartment developer in Perth. It seems to be a solid company that has good results although the price has dropped due to no dividend this half.
Regards,
David

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Market expectations

March 1st, 2025 by

I religiously read your reports twice a day on weekdays and on Saturdays. It is obvious, that you put lots of work into it, and in my opinion, they are very good. However, you (and many other commentators) regularly use expressions like: “the market”, “expectations”, “consensus” and “market sentiments”. Who, the hell are these “market” people? Who are these opinion makers, whom are capable to create such price fluctuations?! I have been investing on the ASX for close to 4 decades, no one ever asked me, for my opinions!
Can you please tell us, how to access “market expectations” data, so we could all make more/better informed decisions.
Best regards,
John