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MM’s Updated view on TNE, please

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Hi guys,

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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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