Archives: Questions And Answers

Thoughts on Tyro ( TYR), buy, hold, sell?

Wondering about your thoughts on Universal Store ( UNI ) as a niche retailer with growth potential

Nvidia (NVDA) has been a stellar performer over the past 5 years with 1000%+ return. While a growth stock which has benefited from low rates tailwind its EPS growth continues to impress. It seems to be one MM have not had a view on for inclusion in International portfolio. Having pulled back approx 20% in past few weeks in line with overall Nasdaq pullback interested to hear MM view on stock at this price?

Any chance you could get one of the guys to comment on Empire Energy Group code EEG. Cheers Scot

Hi James , It is good to have you back. Put simply, like so many other people, I am OVER EXPOSED to bank shares. About 60% of shares in my Super are bank shares because I stupidly became addicted to the dividends and franking. What are your suggestions for high dividend, fairly safe shares that are fully franked ? I will soon be at the age where I must take out 7% of my holdings every year from my self managed super fund. Nobody pays 7% dividends except possible during some anomaly. It is my belief that bank shares are now DANGEROUS. Within a very few years banks ,as we know them today, will be gone. Banks will not go out of business , but their ‘Happy Hunting Ground’ of exceptional dividends are gone due to margin squeeze. I must find a substitute for my super portfolio. Thus far I have invested in APA and WPL and SGP which helps. I bought them at very favourable prices. Do you have any other suggestions I might consider. I am NOT asking for personal advice just suggestions. I am certain that there are literally millions of people in the same boat as I am. Fat dividends are like heroin to a pensioner.

Happy New Year James & team,
DRO releases new products & winning contracts which hardly move the share price. Can you explain why? What do you think of BHP prospects in 2022?
Thanks & regards,
Sidney

I was hoping that you would cover CXO Core Lithium Limited
For a while, it was tracking with PLS but without major announcements this year it has persisted with great returns almost daily. What would you say is driving this and how long can it continue. Also, I held onto my PLS for a bit longer after you said to trim some exposure and I’m lucky it has done ok is it time to pull back now? Thank you in advance.

Happy New Year MM Team – Quick one, PGH seems to have some supporters in the independent research space was just wondering what the house view was? Its a long way from its $4.50 last year and am wondering to cut or continue to hold.
Cheers Luke

Hi James/Harry,
Recently you answered a question about VUL saying “from a risk / reward perspective leaving us neutral the stock in the $11.5-$12 region.”
VUL is now at $10. Are you seeing value at that price?

Hi James and Team,