Archives: Questions And Answers
Hi Team – First time, and thank you for rescuing us from Stock Specialist 2+ years ago ! … Very much appreciate the timely & professional reporting on all fronts, and in a format/language easy to understand/digest.
MLX continues to run hard. is this run up due to tin price increases or due to the performance of company?
In this morning’s note you said VHY was your favourite ETF for Dividends Locally,
On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX?
Best regards,
John
Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.
I note your comments re ARB on the 24th, but has the structure of the industry changed for the worse? By that I mean given the surge in Chinese (and other) EV’s into Australia, such as BYD – does ARB enjoy a similar market share in EV’s as it does with ICE vehicles? Or if they are missing out selling parts to these vehicles – and as a result has the industry changed for the worse? And if that is the case, surely ARB is now a less attractive business that it once was… and should trade on a lower multiple as it gets increasingly isolated…
Discuss
Hi MM team,
Please can you share your current preference between these two companies – and why.
Having read MM’s roadmap for the XJO, when would be an appropriate point to start accumulating one of these utilities?
Thanks & regards, JanP
Mg Guys
Looking for listed active real asset funds in the global property and infrastructure space.
