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Archives: Questions And Answers

When a stock is not marked ‘Active’

by Shawn Hickman

Hi,

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Do we like BHP here?

by Shawn Hickman

Hi team,

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What ETF tracks rising interest rates?

by Shawn Hickman

Hey James and Team,

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Updated thoughts on Alibaba (BABA US)

by Shawn Hickman

Hi James and the MM Team,

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Imagion Biosystems (IBX)

by Shawn Hickman

Hi James,

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Bond issuance from Nickel Mines (NIC) – what does it mean.

by Shawn Hickman

NIC reported the following – completion of $US150million issuance of senior unsecured notes. What does this mean?  Why is the share price of this company struggling when the nickel price is reasonably high?

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Thoughts on US Tech

by James Gerrish

Hi James, thank you I am finding MM very helpful. I am interested in buying, Apple, Google, Microsoft and Amazon. I am waiting for the market to have a taper tantrum / Jackson Hole commentary. What is your view and what would be your buy price for these stocks please?(not advice). What is your favoured USA ETF for semiconductors and view on this thematic? – Cheers, Jill

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Pilbara Minerals (PLS)

by James Gerrish

Hi James and Harry, I am not sure whether I missed MM comment on Pilbara Minerals . They reported after the market closed on Thursday. Their result was a huge improvement on 2020 , notwithstanding their inability to turn a profit, and got sold off again today. Can you please let me know your view. Thanks Errol K.

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Where to buy LVMH?

by James Gerrish

Hi James and the team! Thanks for all your help! LVMH – which country would be the best to buy in (UK, FR, GER, CH)? It’s had a pullback but has run hard. Any thoughts? Thanks, Kim

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Performance

by James Gerrish

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.

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