Archives: Questions And Answers

Hi MM Team, “enjoyed” your new site! Easy to read and navigate, reports short and concise, and a very good call for Q&A to be published over the weekend to provide time for readers to read and digest. Lastly, hope that the reports can be easily read on a Samsung phone. Do you have a view on TNT?  Michael

Hi, What factors need to occur for physical gold and gold miners to rally? When/if are they estimated to happen? Jill

Morning Team. Congrats on the new website/ newsletter – looks good. . What is your view on LYC and if you like it what is a good entry price ? Many thanks David

Hi is there any Airlines as a short term / longer term play with the vaccine roll out benefiting them. .?..and any thought on TWE as a long term buy ?…..Thanks..P.S the new web page is looking good and seems user friendly so far .

Hi James,

Hi. I’d like your opinion on CBA & ANZ. I am holding a good position in each and want your opinion on continuing to hold or sell some or whatever. Also I am holding positions in BVS, CGF, EOS, RMS & RSG all of which are pre my time with MM. Can you please give me your opinion on these, as I am considering buying a little more of a couple of them, in order to recover a little from the lows. I really like the way you guys operate. Thanks again, MickO’

“Hi, I’m really enjoying being part of market matters and since joining I’ve added OZL, A2M, ALL, VUK. I notice you covered IGO since falling in recent times is this something I could buy to add to my growth portfolio” – Kind regards Adam A.

“Hi Guys, nice calls over the past months however a bit slow on changes. It looks like the long “holds” are over with rotation the new normal. I would like to know your thoughts on the “go to” gold sector which now seems a thing of the past with Tech stocks looking like to “go to and get out” sector for more short term growth. My feel is we have missed a lot of opportunity by holding rather than a more “in and out” or if you like short term position(s). Materials have hit highs, as have the banks so what next? Good work team but time for change I feel.” – Wayne S.

“Hi James and Team, A question for MM Monday Report if I may. We are retired income-focused investors. We have a holding in AGL, and are considering cutting the position given the commentary regarding AGL’s problems, while we have a manageable loss. We are thinking of a switch to Ausnet as we want to maintain diversity in our holdings. What is MM’s view on Ausnet? Does MM feel the Utilities sector worth staying in or should we move those funds out to another sector entirely at this stage? Many thanks and keep up the good work.” – Karl B.

“Hi, I have watched IVE Group (IGL) price slip away. Should I sell, or will they have a good report??” – Graeme C.