Archives: Questions And Answers

Happy New Year James & team,
DRO releases new products & winning contracts which hardly move the share price. Can you explain why? What do you think of BHP prospects in 2022?
Thanks & regards,
Sidney

I was hoping that you would cover CXO Core Lithium Limited
For a while, it was tracking with PLS but without major announcements this year it has persisted with great returns almost daily. What would you say is driving this and how long can it continue. Also, I held onto my PLS for a bit longer after you said to trim some exposure and I’m lucky it has done ok is it time to pull back now? Thank you in advance.

Happy New Year MM Team – Quick one, PGH seems to have some supporters in the independent research space was just wondering what the house view was? Its a long way from its $4.50 last year and am wondering to cut or continue to hold.
Cheers Luke

Hi James/Harry,
Recently you answered a question about VUL saying “from a risk / reward perspective leaving us neutral the stock in the $11.5-$12 region.”
VUL is now at $10. Are you seeing value at that price?

Hi James and Team,

Hi James and Team,
Two questions that are sort of interrelated:
1. Over the last week most discretionary retail stocks have corrected close to 10%. Is it time to jump in or should we be nervous as these retailers are coming off high Covid sales and now post Covid headwinds. I am especially interested on NCK and CCX.
2. Then on a similar tack, could 2022 be a year that is better for mid / small cap stocks rather than large ASX top 20 stocks? Or put another way, if you were to buy an ETF would you go for a vanilla ASX ETF or an ASX Small Cap ETF?
Keep up the great work,
Charles

Hi James and Team
All the very best wishes for 2022. An observation, MM rarely discusses MQG and when you do discuss the the banks it is generally the big 4 and when appropriate then their smaller country cousins. Does MQG fit with the big 4 or is it’s business model that different from the big 4? Would MM consider CSL to be an international holding or a local holding, based on their Australian footprint and source of revenue?
Regards, JanP

Just re-joined for 2 years indicating our appreciation of the service provided. Please, can you help with this?.
We are trying to save for a house deposit/ purchase and would welcome any suggestions as to where funds could be accumulated in (relative) safety.
Desirable features are : better return than term deposits, minimal volatility and liquidity for withdrawal when/if the right opportunity arrives
It’s the general question of a safe haven for funds but better than cash , ? investment grade bonds, hybrids, other listed
Welcome any pointers. Thank you Paul

Hey James and Team. Thanks for your daily commentary over the year. Which is the better quality company ( GMG or CHC ) and offers the best risk/reward, and likely too benefit from industry trends. Is now the right time to invest into these property groups given the prospect of rising rates , maybe next year . General advice only Thanks David

Hi James, Hope you all had a good break. Can I please have your current view on IGO – At this moment it has reached a high $12.27. MM sold IGO in Nov. It had reached your target area. Would you now hold for further upside? What would be a new target price? Also your current view on HLS – Healius – Prior to Christmas break MM said it could reach $5.50 – it did on 29/12. It has then retreated below $5 ($4.77 today)