Archives: Questions And Answers
Dear MM,
I noted you are buying Helia Group, HLI, for the active income portfolio after its recent drop in price. I was wondering what you thought of Monash IVF, MVF, as an option for this portfolio or as a high risk/reward opportunity. There may be similarities to HLI. Good dividend, possible SP recovery, and a reasonable response (?) to their second mistake. Hopefully they don’t come in threes! Best regards
Mark
Morning Shawn & Team,
Firstly, thank you for your excellent service and great market insight.
Hi, could I please have your thoughtss on DTL please??
Can I get your thoughts on the upcoming voluntary delisting of URW. As a CDI holder we have been given information on the Delisting process and 4 Options available to us.
What is the reason that you have SXE on your Emerging Companies hit list and not IPG? Are these companies similar and if not, what are the reasons for your preferring SXE?
Hello MM Team,
I have heard several commentator say in the past: “Buy BHP under $40 and sell at $50”. BHP is in a down trend since January 2024 and has been under $40 since March this year. In your opinion does this advice still holds?
What value should be put on price targets and recommendation from brokers when there is so much discrepancy. For example on Thursday dominos pizzas (DMP) had 8 broker ‘recommendations’ ranging from
Hi Market Matters,
Interested in your view on defence ETFs including ARMR, DFND and DTEC, maybe there are others.
They have had a good 2025, do you think they will continue to perform with the defence spending that is getting committed by various countries.
Adrian
