Archives: Questions And Answers
Hi James and Team
Thanks for your ongoing commentary – very helpful
Just looking for a view on a small cap , SHM
It receives little coverage and research but it’s business model is a little like Breville
It looks quite cheap to me
Any commentary that you are able to provide on a fundamental or technical view would be appreciated
Thanks
Cheers
Hi James & Team,
Does MM consider CSL a buy at $274? Chris G.
Hi James, A big thanks to you and the MM team. So far I have done reasonably well following MM’s recommendations. I have a question regarding gold and in particular NCM. With nearly every country busy printing money, in principle, the gold price should be going up but lately, it seems to be drifting the other way. Is it because inflation has not raised its head yet? I invested in NCM last Nov at $29.62 but have to cut the loss at end of Jan as it has dropped >15%. Do you think NCM is a good investment? It seems to be a disappointment all the time. What would be a suitable entry price? Best regards Gregory
No CRYSTAL ball stuff but in your humble opinion are Perpetual and MORTGAGE choice oversold after today’s results. Many Thanks, Warren
Dear James,
Hi James and team,
Hi James and team, I realise that other subscribers have asked but want to know when the emerging companies portfolio will come out?
James.
Hi Guys, Out of curiosity wouldn’t it be prudent to wait for results. Unless there something we are all missing. Regards, Frank Music
