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What is MM’s view on Hastings Technology Metals (HAS)?

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Hi James,

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MM’s current views on MTS and semiconductors please

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Hi guys,

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Does MM like BVS &/or JEPI?

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Can I have your thoughts on BVS following the capital raise which has seen its share price halve. Also do you like JEPI as an income stock? Thanks

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Thoughts on SBM please

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Hi Team,

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Has MM considered Novo Nordisk (NVO US)?

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Hi James
Engaged in discovery, development, manufacturing and marketing of pharmaceutical products, NVO has two business segments – diabetes care and biopharmaceuticals. Of particular interest is the growth NVO’s diabetes and obesity products in the USA.
Is this a stock you have considered for the international portfolio?

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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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