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Archives: Questions And Answers

Catalyst & Market EPS

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Helia Group Ltd (HLI.ax formerly Genworth Mortgage Insurance GMA.ax)
Price has been trending upwards since March but otherwise unremarkable in recent years. Is there any underlying catalyst that could see this increase continue longer term?

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Thoughts on CHC and REITS

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Dear James and Team,

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NEM take over of NCM

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I still hold 500 NCM shares.

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Why are WDS and OOO looking so different?

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Hi James,

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Flagship Portfolio Performance – New buys since 15/11/2022

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Hi James and Team

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Queries on FSLR, FTCH (US) and CLX, RPL (ASX)

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Hi MM,

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How does MM view retail and other sectors being sold off?

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Hi

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Thoughts on Redeemable Convertible Preference Shares (RCPS)

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Decmil have just announced that they will be raising funds through a RCPS. First time I have heard about RCPS ‘ and I am currently going through the information.
I would appreciate your thoughts on RCPS’ and the associated risks/rewards for the share holder.
Thanks
Richard

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Thoughts on “Big Four” banks & Macquarie Group

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Hi James and Team
Financials have improved recently – What is your view short term from the point of view of lightening my weighting towards the Big 4 or replacing with Macquarie which I’ve failed to get set in several times. Do you see further upside before selling? At what price is MQG good risk reward to buy?
regards

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What’s happening with Calix (CXL) at the moment?

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Morning all at MM. Do you have any intel on why Calix appears unloved at the moment? After the selldown 5 weeks ago, the price is still drifting and appears to be accelerating! And if I can be cheeky, could I please ask another question? To offset the pain of Calix, I have been enjoying the fruits of your call on AGL – do you have a target in mind for this good news story? Cheers

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