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Archives: Questions And Answers

Could you comment on Hum group?

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Has significant insider buying. Appears to be caught in bnpl downdraught. Is there anything else?

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Is it a good time to consider any of the fund manager companies?

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Hi James and all. Thanks for all the great tips this year. Is it a good time to consider any of the fund manager companies that have been sold off recently? Platinum PTM, Magellan MFG and Navigator NGI all look like value with good dividends. Any preferences here?
Thank you, Rob

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CSR v Brickworks (BKW)

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You like CSR, but have you compared to BKW. Why do you prefer it and is there value in BKW at current levels

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Picking a healthcare winner

by Shawn Hickman

Hi MM Team,

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Why did NBI dip last week?

by Shawn Hickman

Last week NBI dropped steeply to $1.75 despite the lack of any bad news. Could this be due to a perception that official interest rates will be increased thus lowering bond prices and hence the NTA? What factors influence the price of this fixed income product?

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When to cut losses?

by Shawn Hickman

James,

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Does MM still like CSL?

by Shawn Hickman

Hi James,

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Will China be the next big headache?

by Shawn Hickman

Hi James,

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Do we prefer AD8 or ABB more?

by Shawn Hickman

Hi James and Team,

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Evaluating the “Pitch your play calls”

by Shawn Hickman

Hi James and team,

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