Archives: Questions And Answers
“Hi Could you please help me with a little information? I wish to learn how to invest in companies at IPO stage. Can you guys help me with this?” – Kind regards Matthew P.
“I am a new subscriber to MM and really enjoying all of the insights and updates. Whilst I realise you can’t give personal advice, I wondered what your opinion is in regards to selling out stocks to buy new opportunities? I purchased WES, NEC & JBH when they were at their lows and they are all sitting between 50%-115% of their initial purchase value. As they all pay good dividends I am just not sure if the smart play is to hold on to them or sell them now to get the good returns and invest into new opportunities?” – Cheers Sonja B.
“Hi MM Team, There is a link to a reporting season calendar in this morning’s newsletter which is very useful to have, the calendar I mean. Can’t see a link to it on your website though, is there one, and if so where? Also wondering whether you are also able to provide a similar calendar on dividend dates?” – Thanks, Peter E.
“Hi, I have 2 connected questions I’d appreciate your comments on. I hold Samsung which I acquired while living in the US years ago – SSNLF (grey market, I believe). For the purposes of valuation/ risk/reward, is it essentially the same stock as that which you hold in your international account? i.e. Can I be confident following your lead if and when you decide it’s timely to sell? Secondly, there is the exchange rate factor to consider regarding when to then bring the cash home. What are your thoughts on the AUD/USD in the short to medium term?” – Thank you! Catherine S.
“Hi James and Team Can I have your view on CXO – Core Lithium and is AWC – Alumina still a Buy? Also on 4/2 you hosted an online Uranium conference. You were going to provide more insight to the event. Have I missed seeing it or is this still on the agenda for this week?” – regards Debbie G.
Hi Guys
Nice calls over the past months however a bit slow on changes. It looks like the long “holds” are over with rotation the new normal. I would like to know your thoughts on the “go to” gold sector which now seems a thing of the past with Tech stocks looking like to “go to and get out” sector for more short term growth.
My feel is we have missed a lot of opportunity by holding rather than a more “in and out” or if you like short term position(s).
Materials have hit highs, as have the banks so what next?
Good work team but time for change I feel.
Br Wayne
Hi James, I have just received the notice from Macquarie Bank, informing me of the launch of the new hybrid MCN5 (MQGPF). If I have not mistaken, the offered distribution rate is 2.5702 % and 40% franked. Under the present positive share activities, this seems hardly worth it. What do you think? Thanks and regards Greg
WHAT’S THE MINIMUM AMOUNT ONE CAN INVEST IN ANY OF YOUR FUNDS?
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,
