Archives: Questions And Answers
Hi James and team,
What do you think of PLTR (NASDAQ)? I know it’s had quite a run but it seems like a company with great potential.
Also are there any other international buy recommendations from MM?
Hi James and Team
Can I have your current view on Aristocrat.
Today is 13/5/25 – ASX200 to open up 1%
Early April I made a choice between buying CAR ($31.50)and ALL($61.50). I went with ALL- while both stocks are up from those levels – Aristocrat is up 9% since purchased and CAR is up by 17%. Today ALL at the moment is $66.99 -3 and CAR is $36.84 +1.52 on a very bullish trading day. I know they are different type of stocks but LNW (light & Wonder) is trading $139 +$7.04 (+5.33%) today. Any reason why Aristocrat is not trading higher on a day like today?
regards
Hi James,
Hi team, I would like your view on LBL, Laserbond. It is a microcap so probably largely below your radar but over 10 years it has a pretty strong record (having stalled somewhat over the last 5 with the 2024 year not so good). The share price has crashed and now looks to be very good value to me. Your stock report is lukewarm at best and you rate its fundamentals at 2/10. Am I missing something? Regards Jeremy
In your Friday morning podcast you mentioned that “investors get set via futures before they backfill”. Could you explain this a little more please. I have often noticed – regularly – that our futures will be up and the market open strong, but this quite often fades throughout the day. I always thought it was because as our market is coming to the days end, then the big money looks towards US futures and follows their lead (even though it is 2am in New York).
Is it more a case of big money buying futures whilst the ASX market is closed, then selling futures throughout our trading day and swapping that money into the underlying holdings?
Thanks MM for your regular updates and insightful commentary.
I bought Xero sometime ago on a MM recommendation but sold last year after a reasonable increase. My logic at the time was that I thought the price may plateau or drop but the opposite has happened with very strong results lately. If you weren’t holding now would XRO be a buy?
Regards
Peter
Hi MM,
