Archives: Questions And Answers

Dear James and Team, Many thanks, I do enjoy your daily notes.

Hi James
I have decided to come on board and am looking forward to interacting with MM, thanks for the special offer. The decision facing me and probably other new comers to MM is that we are coming in with cash to invest or an existing portfolio or both. What strategy do you suggest to invest in MM portfolio’s considering that MM is recommending waiting for value opportunities at the next downturn. Also how do we tailor our existing portfolio to align with MM recommendations.
Regards
Ross

Can you talk about the BNPL stocks in an upcoming podcast? June T

Thoughts on online retailers here please, Kogan (KGN), Temple & Website (TPW) and Adore Beauty (ABY) – thanks Eric

Just commenced a trial of Market Matters this morning. I’m looking at the ‘Flagship Growth Portfolio”. Could you please explain why some stocks are described as ‘active’ and others are not.

Hi , I have held ACR for a long time and it is showing a small loss it is about 1 % of my portfolio , I expected it be a long term play but not a forever one …but would like your thoughts ?…to cut and run ? SCG I have a 12 % profit plus dividends …seems to have stalled thinking to move my money some were else maybe to DXS….your thoughts ? I find the reports great so keep them going. Thanks Glenn.

Hi MM,
Reports have been great. Frustrating no dip in May. Probably the next big one in September now?
I was interested in your report about the new ANZPI and was wondering what you thoughts are on the active and now a new passive ( lower fee) ETF for the banking hybrids, HBRD and BHYB ?
Cheers,
Jill

Hi MM, Do you have any thoughts about Immutep (IMM). In the past few months it has made steady gains from $0.28 to $0.70. In the past it was known as Prima Biomed (PRR) but is a very much company now. Thx Graeme

Can I please ask why not wait till just before end of financial year?