Archives: Questions And Answers
Hi James,
Do you have any research or opinion on ConocoPhillips?
Thanks,
Jill
Not a question, more a suggestion: Can you make sure you send The Quarterly to Magellan (MFG) as they are unfortunately in need of all the help they can get!
Cheers,
Michael.
Hi Team, Great to see coal prices listed in your morning report. Would appreciate your advice on : 1) Is CBA launching another PERLS? If so how can one invest in? 2) In your opinion do all bank hybrids rank equally? If not which do you consider is the best at present? 3) Bank hybrids rank before the bank shares, so it seems pretty safe to my mind. Am I correct? 4) What is your opinion on the ETF USTB? Is it more secure than bank hybrids? Many thanks
Sidney
Is GL1 still good for some averaging? It’s dropped 20% and I only bought a small parcel recently.
Hi MM,
Hi James
Question about SEEK. I was surprised to see your buy alert on Seek last week. It was only a month ago that that you sold it from the portfolio. I understand macro environment is changing pretty rapidly at the moment, but can you explain to me what exactly changed within a month so that seek went from a sell to a buy, especially when you had purchased it in September 2022 for around $20, sold it around $25 and now bought back in a month later at around $24.
Hi guys your thoughts on ppe it has been struggling but i cant work out why
Its revenue up 88% ebitda up 50% and forcasting to be at the top end of guidance
It also paid a 7c dividend
Its seems like a good stock to own
Am i missing something
Thanks
Tony
What are the prospects of PAN and MCR both have been in downtrend for a long time?
Hi MM People. firstly – many thanks for your informative daily reports; they continue to help me on the never-ending quest to become a better investor. My question is about gold stocks, and what MM’s view is about their suitability for an income-orientated portfolio. I have always resisted investing in gold stocks due to the unpredicatable cyclical nature of the sector. Close to two years ago I persuaded myself to try a gold stock – Regis Resources. It has been a disaster, one of my worst performing stocks that has generated a big capital loss (paper at this point but could soon be realised) and very little income. It seems to me that the traditional position of gold stocks being defensive has largely broken down. I would be interested in MM’s general views on gold stocks for income investors, and any comments you have on RRL specifically.
