Archives: Questions And Answers
Well, I’ve held onto Lotus Resources through the troubles and turmoil, much to my chagrin. Is this new – or should I say, next – entitlement offer at $0.22 cents just throwing good money after bad?
Hi guys
Given the new punitive CGT rules, I’ve started to think about drawing a line under holdings that don’t match the returns I get from my Super/Income Stream (comparing 5 and 10 years). Given the current softness in the market I wonder how many others might be feeling the same and whether this sentiment might even escalate towards July 2027?
PS – What’s the difference between Super funds investing in our companies and people like me? I don’t understand their reasoning.
I’m 75 and have had a SMSF fund for over 25 years – I love it, enjoy operating it and am happy with my returns.
Hi guys, just a quick one.
Can I have your updated thoughts on Xero please and short term crystal ball predictions.
I had been expecting a bounce, but with only bad news around it’s looking like I may have caught the falling knife.
Thanks
Hi James & Team
This last week has been good for the Big 4 Banks.
I hold ANZ, CBA & NAB. Concerns around housing market, inflation, changes to capital gains tax, negative gearing etc have impacted the Banks. What is your current view on ANZ, CBA, NAB and WBC? Do you see further upside in the next few months? Would you see any upside an opportunity to reduce banking exposure?
regards
Debbie
Hi again,
Dear MM,
Thanks for all the excellent work, may you be well rewarded in the upcoming reporting season. I was wondering whether you had come across Vitrafy Life Sciences, VFY. If so, what are your thoughts following its recent capital raising? Best regards, Mark
Hi guys, would love to know your current view on a few positions in the growth portfolio – how you feel about how the buying thesis is playing out, your current levels of ‘comfort’ in these positions, I note they are all marked active, so would MM be buyers at these levels if you weren’t in them already. Has anything changed? More conviction about some of theses? The positions are: WOR, WHC, SFR and MGR. Thanks so much for your analysis.
