Skip to Content

Archives: Questions And Answers

Hi guys, thanks for all the work which goes in to MM.
I’ve gone back to looking at other instruments to trade again as I wait for a pull back. I’m certainly one person who can’t understand current valuations.
Anyway, I’ve entered into a couple of cocoa trades as I get a good carry rate, and to me, the risk reward looks pretty good.
I know it’s not your usual area of expertise, but would like your opinion as I’m assuming you may have better information available through your broker platforms than my general research.

  • Posted in
  • Comments Off on US Cocoa ($US/MT)

Dear MM,

  • Posted in
  • Comments Off on Cygnus Metals (CY5)

Hi James

  • Posted in
  • Comments Off on Follow up on ETF question from last week

The returns from NDQ, FANG & IVV over the past 5+ years have been excellent but they don’t feature in your ETF or Growth portfolios. Is there a reason for that? At what price would you consider these. Thanks

  • Posted in
  • Comments Off on NDQ, FANG and IVV ETFs

How do you pick Australian Government Bonds to invest in? For example GSBG27 4.75% at coupon interest rate till 24/4/27 is priced at $103.59 atm or GSBG37 3.75% at coupon interest rate till 21/4/37 is priced at $95.35 atm? Is GSBG37 priced below coupon value because of the very long maturity date?

  • Posted in
  • Comments Off on Australian Government Bonds

Hi James & Team
XRO has fallen to $173.81 this morning – below the SPP Price of $176. If you still held XRO would you be participating in the SPP? Would you go ahead and purchase the shares now ($2 below the SPP price?) or do you think the share price could continue to fall?
regards
Debbie

  • Posted in
  • Comments Off on Xero Ltd (XRO)

Dear Team,

  • Posted in
  • Comments Off on Your further thoughts on Helia Group (HLI) and Inghams (ING)

Hi MM team, I found your call to potentially sell CBA from the Income portfolio very interesting. Interesting because I sort of have a similar quandary regarding my holding of DBI. MM’s CBA investment pays a 7.7% dividend that is fully franked (div/entry price).
I have read and I think I understand the rhetoric about CBA and its lofty price but it’s a comfortable cashcow. Please can you explain why MM is looking to potentially sell. Does MM have a replacement investment of similar ilk in mind (income and risk)?
Or is it just a funding vehicle for the next buy?
Thanks and regards, JanP

  • Posted in
  • Comments Off on The recent call on Commonwealth Bank (CBA) in the Income portfolio

Morning Shawn & Team,

  • Posted in
  • Comments Off on APA Group (APA)

Hi  Guys,

  • Posted in
  • Comments Off on The ETF Ponzi Scheme
Back to top