Archives: Questions And Answers

Picking a healthcare winner

December 11th, 2021 by Shawn Hickman

Hi MM Team,

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Last week NBI dropped steeply to $1.75 despite the lack of any bad news. Could this be due to a perception that official interest rates will be increased thus lowering bond prices and hence the NTA? What factors influence the price of this fixed income product?

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When to cut losses?

December 11th, 2021 by Shawn Hickman

James,

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Does MM still like CSL?

December 11th, 2021 by Shawn Hickman

Hi James,

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Will China be the next big headache?

December 11th, 2021 by Shawn Hickman

Hi James,

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Do we prefer AD8 or ABB more?

December 11th, 2021 by Shawn Hickman

Hi James and Team,

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Evaluating the “Pitch your play calls”

December 11th, 2021 by Shawn Hickman

Hi James and team,

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Is it worth selling MQG and buying MFG?

December 11th, 2021 by

Hi James
Love your work .To (kind of) quote a bloke most people have heard of. At these prices do you think that MQG is now an opportunity of selling to the greedy and MFG being buying from the fearful?
Danny