Archives: Questions And Answers

The latest bad news of social/gambling tax on the Star (SGR) brings its market cap close to $2b.

Hi,

Thanks for all of your commentary and analysis.

Hi MM,

1) ABB – I recall (and please correct me if any of these recollections are wrong) at one point MM mentioning potentially selling around $3 but later MM commentary seemed to contemplate ABB as a longer hold, including with regard to evaluating the (hopefully positive) upcoming update in February. With ABB around the $3 mark, what are MM’s current views and plans with the stock? Also, would MM consider it a Hold at these levels as opposed to an Accumulate, particularly with the update around the corner?

It was a disappointing quarter for all of the investment platform companies and Netwealth (NWL) was the hardest hit.

Good Morning,

Hi MM,

James,