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Archives: Questions And Answers

Should we chase BHP now?

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As you are long and bullish BHP, when the deal is done, are we better off waiting to buy BHP then , instead of now? As they will be cheaper and being such a great stock, it is reasonable to believe that it won’t take too long for them to go back up.

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Does MM believe NEXTDC is a buy ?

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Hi James,

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SIQ Vs MMS

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Thanks for your newsletter, like your work.
SIQ and MMS seem similar to me, why do you prefer SIQ over MMS?
Do you see risks to SIQ or MMS if there is a change of government as leasing, salary packaging FBT seems a soft target.

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Could MM explain MFG’s options proposal?

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Dear James,

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Does MM like Index funds?

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Hi James,

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Does MM like the AIZ rights issue?

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James,

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How will AD8 do in a rising inflation environment

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Hi James,

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Does MM like the Codan (CDA) fundamentals?

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Hi James and the team,

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Does MM have a favourite Investment Management group?

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I currently have shares in Argo paying a dividend yield of 3.26%, I note that AFG are paying 6.92% and PTM are paying 9.82%.

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What’s MM thought here on Reece ( REH)?

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Hi guys, appreciate the work going on. Do you have any updates for Reece – REH?

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