Archives: Questions And Answers
Having exited CRN this week is this a stock you may re buy given your views on coal? Also with most of the REIT’s paying dividends as at 30 June what are your current thoughts on REIT’s in general but in particular DXS & CNI that have not really moved. Buying them pre 30 June would take the return to almost 10%. Thanks
Looking for your thoughts on Uber and Intuitive Surgical, particularly at current prices are they appealing for the medium to long term?
BCI Minerals is 61% complete on its massive -worlds largest Mardie Solar Salt & Potash Project including the construction of new roads, Jetty and Port at Cape Preston West.
The new Port will be used to Ship the Salt and Potash products as well as provide general shipping services to others . First shipments Dec 2026.
Does MM consider ESG when investing? I’ve noticed a very high number of coal stocks being recommended regularly by MM over the past year, which is disappointing in this day and age. While I concede it’s challenging to completely eliminate fossil fuel emissions from investment decisions, a hard line can easily be drawn on coal companies, and in particular Woodside which has a terrible record on emissions and blatant lobbying against any environment regulation. For clarity, I do invest in mining companies recognising industrial production relies on mining for metals, but energy production using coal is very distinct. I’d like to see much less emphasis on pure play coal in MM’s analysis FWIW.
Hi, I’m looking to get exposure to NVIDA and TESLA through ETF’s. Could you please recommend which would be my best option? Thanks.
Regards,
Neil
Dear James & Shawn
I often hear about sector or stock rotation. Can you kindly explain what this this means and how should I respond to this in my share portfolio.
Thank everyone.
Keep up the good work.
Given the propensity of the current US administration to routinely provide unsubstantiated and often clearly incorrect information, I wonder to what extent you believe one can today depend on the accuracy and independency of statistical information such as eg. inflation numbers or any of the many financial parameters that we use to judge our investment decisions on ?
Jan
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What are the best ETFs for income creation over the next five years?
