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Archives: Questions And Answers

Does MM like the Bond ETF (OZBD)?

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Hi James,

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Where to from here for Trade Desk Inc. (TTD US)?

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Hi there MM!

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MM’s Thoughts on CLW?

by Shawn Hickman

CLW again- I see its been touched on previous. Good yield, solid low risk business even with rates as they are- question is around the NTA and the large difference in price- has to be some value ?

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Does ResMed inc. (RMD) have more room to run?

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ResMed Inc. (RMD) appears to have recovered technically towards $35 per share.

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Does MM like the ACL Result?

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Please advise what you think of ACL as well as today’s results (10.08.22), which the market clearly doesn’t like (so far, at least), and if there is a price or range at which you would enter the stock, including in light of the large upcoming dividend?

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Does MM think BHP & SFR are buys for battery metals?

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Hi James, Shawn and Team

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Does MM like Nuheara (NUH)?

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Hi James,

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Any updated views on CAJ?

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CAJ seems to be showing some life lately. Can you provide updated views on CAJ please, including with respect to buying it, and potentially price targets at which to sell or reduce?

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Income portfolio

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Why does the income portfolio holding not show the recent WDS shares allocated through the BHP share holding?

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Does MM like Amazon at current levels?

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James,

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