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Hello James, Shawn & MM Team.

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Hi James and Team,
I was wondering if you could provide a short list ( say 6-10) of the best and or highest dividend paying companies in your view, excluding the banks and the major mining companys.
Thanks Alan

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Firstly, you are doing nothing but good work.

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Hi James

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Hello MM team,
Thanks for always responding to my questions, and providing useful insights.
Seven Group surprised the market with a better than expected half year report. This conglomerate is highly dependent on economic cycles, but in building an investment case, it is its current debt level that worries me more.
What’s your view on this stock?
Thanks,
Angela

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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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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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Hi,

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

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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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