Archives: Questions And Answers
I am looking to buy ANZ or Medibank MPL or both as an alternative to holding surplus cash (assume I am currently holding 60% equities 40 % cash) over the next 6 months – question: do I continue to hold surplus cash, buy one of the above or both or buy something else? Regards, Michael S.
Wondering whether LYC is one of those stocks which you feel should be sold down (on a high at present) ..or continue to hold for potential further upside? Many thanks for your great work on the MM newsletters providing very useful insights! – Don H.
Maxitrans Industries (MXI) have announced a process whereby they will sell their Trailer Division and then make a Special Div later in the year, then move on to concentrate on their truck parts business. Understanding you can’t give personal advice, do you have any view on whether to sell MXI shares now (they have reflected the upcoming sale and special div) and re-deploy capital, or wait for the div, or even stay invested with MXI in their new format? Keep up the good work guys – read your newsletters avidly and especially enjoy your macro insights and commentary on the mining/materials sector.
Hi James and Harry, Actually, two questions if I can? Firstly – Service Stream. Their non-renounceable retail share offer seems to me pretty skinny: circa 3% discount on today’s (Tuesday) share price. They have made a good fist of destroying a lot of value for a lot of shareholders in the last little while: can we believe that they can make the Lendlease Services acquisition work? Will MM be taking up the offer?
Bonjour James,
Hi James & Team,
How does a Retail investor “buy bond yields”?
Hi MM Team
