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Archives: Questions And Answers

Does MM like China exposure today?

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Hi James and MM team,

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CWNHB – No Interest payment in March or April

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CWN have advised the ASX that no interest will be paid in March or April. As these Hybrids reside in your Active Income Portfolio (and as I have invested in same) I am interested to hear what you know about the non payment of the interest and your current views as to what outcomes are likely for these hybrids moving forward (bearing in mind the possible CWN buyout)

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What’s ideal US equities Exposure?

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James,

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Does MM like Gold @ $US2,000/oz?

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James,

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My compliments to MM team!

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Hi James and Team

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What’s an alternative to Sydney Airport (SYD)?

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I’ve recently been paid out for Sydney Airport. Would like to replace with similiar holding…..already have TCL. Am thinking about AIA? Your thoughts?

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Is Panoramic Resources (PAN) a worthwhile investment?

by Shawn Hickman

Interested on your thoughts around Panoramic Resources ? Promising (I believe….) drilling results and just completed their 2nd shipment.

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What’s MM view on BlueScope Steel (BSL)?

by Shawn Hickman

Hi James and the team!

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Does MM prefer FMG or RIO?

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Hi James

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Why MM has reduced our energy exposure

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Peddling over used and outdated cliché quotes seems to be weak reason to get out of the energy stocks. Is there some technical data which is making that call also?

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