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Hi James & Team
Markets have been mainly focused on the Middle East conflict recently but what is the latest news in regards to Trumps Tariffs. When does the pause on Tariffs between the US & China expire? Is it 12th August? Do you expect an agreement between the US and China before this date? Also what is the US Tariff situation with the EU and the rest of the World? Was there a separate 90 day Tariff reprieve to 9th July? Is this impending tariff deadline priced into markets? How big a concern is Trumps trade & Tariff policies currently? Are Markets expecting agreements will be made?
regards
Debbie

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PWH looks like a high quality business going through a rough patch. The share price has fallen significantly and the value proposition appears compelling. What do you think?

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Hi Guys,

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Hi Guys,

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To the MM Team,

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Dear James & Shawn

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Hi MM,

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Hi James and team,
Did your view on JLG change with the recent takeover bid?
Where do you see the stock in a short and medium term?

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Hi guys
I noticed in your weekly reports that you were quite bullish on NEC especially with a possible dividend of 49c fully franked. My question is will the share price drop by the dividend amount after the record date and if it does it would then be a share loss equal to the dividend and therefore not worth the trade
Thanks
Tony

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Hi guys,
Thanks for all your hard work. I love MM.

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