Archives: Questions And Answers
Hi James and MM team, Interested in your thoughts on KKC at current prices – you answered a brief subscriber question about it back in June last year. Does anyone cover it and is there any reason to consider it? thanks Alain
Hi. I am really enjoying getting your detailed answers. It is a great help so a big thank you. What are your thoughts on APX around current levels of $18.20? If I went in I would target $24.00?? MickO’
I suspect you will not be able to answer this question but here goes anyway. Linkmarketservices and Computershare have all my TFNs and ABNs, emails communications preferences etc. So why do I get a snail mail letter each time I purchase a new stock? It is not a very friendly site to use either. Very frustrating!!!
I note that you still hold Austal (ASB) in your Emerging Companies Portfolio. I have been accumulating them with a long term view and am rather surprised to see their price continue downwards. Their fundamentals appear sound. I am wondering what your current view is on their long term future
Hi, could you please give an updated view on A2 Milk. It has gradually been sliding since it reported badly and is now down nearly 20%. Should we be taking the hit and putting the funds elsewhere ?Regards Burge
Thoughts on Pointsbet (PBH) with the relaxation of betting laws in the US and recent pullback in price ?
Hi James and team, Thank you for your insightful views over the last couple of weeks – markets are so very volatile. I would appreciate your thoughts on CUV which I have had in my portfolio for a couple of years now and have doubled in value in that time. I also have SEK – I sold half at $30.32 and still holding the other half and sitting on a 75% gain. Appreciate your thoughts. Thanks, Liz B
Hi team, I’d like to get your thoughts on MND at current levels. It has had a significant pullback despite a seemingly positive report in February. Is this a buying opportunity, or is there something else going on with the business more broadly? Or perhaps the market more broadly anticipating the retreat of funds as long-term bond yields increase?
Hi MM – would it be prudent to make a quick exit from IAG before the implications of the floods/claims hit home?
Good Morning.
