Archives: Questions And Answers

Does MM like the FANG ETF into current strength?

February 4th, 2023 by

What are your thoughts on buying the ASX listed FANG ETF at the moment? It has had a strong YTD performance, but still down 25% on a one year basis. I thought with inflation and interest rates close to peaking, this could be positive for this group. Thanks

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Does MM like IPL under $3.50?

February 4th, 2023 by

G’day Team
Incitec Pivot Ltd has dropped below MM’s interest level around $3.50. Request your thoughts on IPL around this $3.44 level or scale in to see if it approaches previous low’s. My interest is the div return and possibility of the split that may prove beneficial given the drive for more resources and the need for explosives.

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What are MM’s thoughts on Antipa Minerals Limited (AZY)

February 4th, 2023 by

Hi James,

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Can MM please clarify your thoughts on Regal Partners (RPL)?

February 4th, 2023 by

Hi guys
Im a bit confused
Last sat i asked your thoughts on rpl and you said it had underperformed since covid and mm had no interest in the stock
In todays report only 4 days later you have said that mm is long and bullish on rpl
Can you please clarify your position on this stock please
Thanks
Tony

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Thoughts on Audinate and Capital Health please?

February 4th, 2023 by

Hi James and Team
Can I have an update on your view of Audinate and Capitol Health. Both have fallen recently. I like the long term view on Audinate. Is this current fall in price an opportunity to add or do you see further downside and would hold off for now?
regards
Debbie