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Archives: Questions And Answers

Does MM believe NEXTDC is a buy ?

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Hi James,

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SIQ Vs MMS

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Thanks for your newsletter, like your work.
SIQ and MMS seem similar to me, why do you prefer SIQ over MMS?
Do you see risks to SIQ or MMS if there is a change of government as leasing, salary packaging FBT seems a soft target.

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Could MM explain MFG’s options proposal?

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Dear James,

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Does MM like Index funds?

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Hi James,

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Does MM like the AIZ rights issue?

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James,

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How will AD8 do in a rising inflation environment

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Hi James,

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Does MM like the Codan (CDA) fundamentals?

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Hi James and the team,

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Does MM have a favourite Investment Management group?

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I currently have shares in Argo paying a dividend yield of 3.26%, I note that AFG are paying 6.92% and PTM are paying 9.82%.

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What’s MM thought here on Reece ( REH)?

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Hi guys, appreciate the work going on. Do you have any updates for Reece – REH?

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What is MM’s yield estimate for SSM?

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Hi James & team,

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