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Hi James and Harry, Actually, two questions if I can? Firstly – Service Stream. Their non-renounceable retail share offer seems to me pretty skinny: circa 3% discount on today’s (Tuesday) share price. They have made a good fist of destroying a lot of value for a lot of shareholders in the last little while: can we believe that they can make the Lendlease Services acquisition work? Will MM be taking up the offer?

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Bonjour James,

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Hi James & Team,

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Hi,

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How does a Retail investor “buy bond yields”?

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Hi MM Team

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Hi,

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Dividend time is fast approaching. Which stocks, if there are any, with decent dividends, would you consider with the highest conviction? Btw, new subscriber, impressed and happy so far 😉

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Hi James Why does a strengthening US$ result in weakening resources stock prices? On the face of it, if contracts are written in US$s a rise in the value of the US$ would mean more A$ profit. Please excuse the dumb question. Cheers John

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A couple of questions for Saturdays report. Firstly SKI. At say $2.60 is it worth buying with a higher takeover offer in mind. Also VCX which I see you like around $1.50. Your portfolios have previously exited property stocks on the back of rising interest rates. Isn’t that the same for VCX?

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