Archives: Questions And Answers

Hi James and the MM Team, Having tried a number of subscription services over the past 2 years, I truly feel that yours is the most valuable and just wanted to say a big thanks. There are a few stocks I hold in my portfolio which I would like your thoughts on. In terms of dividend payers, do you feel that the following companies have sustainable dividends in the 4%+ range? ADH, IAG, MLD, MND, SGM, SGP, WPL, CSR, CQR, APA, FMG. Also, could you provide your short and long term thoughts on the following US stocks in terms of growth? JD, JPM, PEP, VRSK, OKTA. I realise there are a few companies here, so understand responses might be brief! Thanks again. SB

Hi James, What are your views on (WOR), they have a good order backlog for next year but suffering staff shortages? The decommissioning of the Oil Wells in Bass Straight should bring strong EPSG in the future – Richard

Should CAM Convertible notes (CAMG) be converted to CAM now. – Thanks Rudy.

Hi James,

Your thoughts please on the proposed buyback of CBA shares? It’s pros and cons for shareholders?

Hi James,

What is your thinking on XRO given that it is increasing pricing on all its plans; viz. Standard $2.00 p/m = $24.00 p/a which multiplied over it vast number of subscribers (worldwide about 3 million) will produce multi millions in extra revenue? Will this make your $160 estimate look very conservative?

Hi James,

Hi James and Team,