Archives: Questions And Answers

Hi James,

NIC reported the following – completion of $US150million issuance of senior unsecured notes. What does this mean?  Why is the share price of this company struggling when the nickel price is reasonably high?

Hi James, thank you I am finding MM very helpful. I am interested in buying, Apple, Google, Microsoft and Amazon. I am waiting for the market to have a taper tantrum / Jackson Hole commentary. What is your view and what would be your buy price for these stocks please?(not advice). What is your favoured USA ETF for semiconductors and view on this thematic? – Cheers, Jill

Hi James and Harry, I am not sure whether I missed MM comment on Pilbara Minerals . They reported after the market closed on Thursday. Their result was a huge improvement on 2020 , notwithstanding their inability to turn a profit, and got sold off again today. Can you please let me know your view. Thanks Errol K.

Hi James and the team! Thanks for all your help! LVMH – which country would be the best to buy in (UK, FR, GER, CH)? It’s had a pullback but has run hard. Any thoughts? Thanks, Kim

Hi, how do the MM portfolios performances for August 2021 stack up against their benchmarks as well as for the last 3-years? Regs Robert W.

Hi team, MM mentioning construction still strong – what about Boral BLD? Is it falling because of the takeover dizzy heights, do you feel more downside to come? Kind regards Barb H

Hey James and Team. Thanks for your ongoing commentary throughout Reporting Season. I am looking to increase my exposure to the lithium space . In your opinion which is the better quality and risk/reward between ORE and PLS . I hold some existing exposure through MIN and ACDC . General advice only. Cheers , David

Hi James and the MM Team, Having tried a number of subscription services over the past 2 years, I truly feel that yours is the most valuable and just wanted to say a big thanks. There are a few stocks I hold in my portfolio which I would like your thoughts on. In terms of dividend payers, do you feel that the following companies have sustainable dividends in the 4%+ range? ADH, IAG, MLD, MND, SGM, SGP, WPL, CSR, CQR, APA, FMG. Also, could you provide your short and long term thoughts on the following US stocks in terms of growth? JD, JPM, PEP, VRSK, OKTA. I realise there are a few companies here, so understand responses might be brief! Thanks again. SB

Hi James, What are your views on (WOR), they have a good order backlog for next year but suffering staff shortages? The decommissioning of the Oil Wells in Bass Straight should bring strong EPSG in the future – Richard