Archives: Questions And Answers

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

Should CAM Convertible notes (CAMG) be converted to CAM now. – Thanks Rudy.

Hi James,

Your thoughts please on the proposed buyback of CBA shares? It’s pros and cons for shareholders?

Hi James,