Archives: Questions And Answers
Hello James and crew,
This morning with the portfolio reviews you reported: “We are adding DDR to the Hitlist for the Income Portfolio, with the risk/reward looking attractive below $9″. This is interesting and a company I have never before investigated. Whilst the CEO recently sold down his holding due to personal reasons it seems to have increased liquidity a little. Looks also too that the dividends are also paid randomly and not just 6 monthly. Whilst MM has indicated the good risk reward price to be below $9 and it is below that now, where do you think MM may consider a possible buy price range maybe?
Hi James & Team,
Please explain to me AUM of Magellan at 30/4/25, stating funds outflow of $1 billion and then they add Vinva at $1.4 bil when they bought in Aug 24 29.5% shareholding in Vinva for $136 mil. This is as clear as mud?
Good afternoon MM team,
I’ve just resubscribed again and do enjoy your excellent commentary and answers to my questions. I’m wondering how you see the outlook for Fineos FCL. They hit a 52 week high today (Monday) of $2.60 after a 52 week low of $1.22 – What do you think is driving this considerable change of fortunes and is it likely to continue?
Thanks and regards,
Rob
Can I ask a question can we get your thoughts on Tesla do you see it bouncing back ?
Hi, Market Matter sold out of ZIP at around $3.00 they have had it on there hit list in Emerging Companies Portfolio for a while it has been down as far as a $1.30 I was curious in why you haven’t pushed the buy button.
The iShares Global Healthcare ETF (IXJ) has been in decline since the end February. Is this cyclical or something more serious?
Hi, I’ve been exploring investing in India and was thrilled to get a call from you about a recent question I had running it to Easter. Thanks so much.
Greetings and many thanks to your valuable insights that help guide me in my investments. I look forward to your daily emails.
I am expecting that the US Dollar will decline through 2025 and therefore thinking when some profits might be taken.
Is there a threshold for a potential US Dollar decline that would be a catalyst for MM to sell US stocks? What is your view in this matter?
Thank you and kind regards, Bob
