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Archives: Questions And Answers

Appen Ltd (APX)

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Hi Team

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Regal Partners (RPL) and IDP Education (IEL) – oversold companies?

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Dear MM,
I am keen to hear your thoughts on RPL and IEL. Two different companies close to 10 year lows for different reasons. Possibly with sound underlying businesses? I saw your comments on TWE and DXS (on Wed), which prompted the question. Other than WTC (which you have also discussed), do you have a preferred company that you feel could have been significantly oversold? Many thanks,
Mark

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Why has IPD Group (IPG) fallen?

by Shawn Hickman

A Question for the weekend edition please.

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Johns Lyng Group (JLG) and Worley Ltd (WOR)

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To the MM Team,

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Growth alternatives & currency hedging

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In relation to growth alternatives such as infrastructure and property which generally offer more stable cashflows, would you generally look to hedge the currency risk of these investments, particularly in the current environment?

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Evolution (EVN) v Ramelius (RMS)

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I understand, that Evolution Mining (EVN) receives 25% of it’s income from Cu and only the remainder from gold, whereas Ramelius (RMS) gets all it’s income from gold. However, when you look at the numbers, RMS looks much more appealing.
EVN RMS
R/E 11.8 16.4
R/C 10 17
P/E 20.61 7.98
DIV% 1.3 2.8
D/E 48.7 0.8
Shouldn’t we have at least part of our gold holdings in RMS?
Best regards,
John

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McMillan Shakespeare Ltd (MMS)

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Hi Team,

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Jumbo Interactive (JIM) and Healius (HLS)

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Do you think there’s any hope for these two which are languishing in my portfolio? Tempted to cut them but then often in the past with the fullness of time it seems I would better have used such impulses as a contrarian indicator to buy more.

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4D Medical Ltd (4DX) sell or hold?

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Hi James,
I would love to know your opinion on 4DMedical (4DX). If you had it, would you continue to hold it or would you take profit on it?
Regards,
John

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Treasury Wine (TWE) and 29Metals Ltd (29M)

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Is it time to revisit TWE? It’s hitting 12 month lows, has ok PE, ROE and ROA, and a clear vision for growth in higher end product from here, it’s new US acquisition and China. Healthy dividends and an impressively experienced new CEO starting soon.

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