Archives: Questions And Answers
Hi James & Team,
Having held & suffered the decline in MFG, I notice this week the notification of resignation of their CFO.
Hi Guys,
Is there an international hitlist visible on the MM site?
In the Macro Monday email, you mentioned “the US-Europe elastic band can only stretch so far”…. when it starts to reverse what European shares are you looking at? I don’t believe there are any European shares in the Int portfolio at the moment which has been a great call so far
Are you close to admitting defeat with Mineral Resources?
It is just bad news, followed by more bad news for Min Res. If Chris Ellison leaves will you sell?
Do you really see it getting back above your buy price of 73.73 in the near future?
Quick question, do you think WDS has bottomed around $23.50 as it seems to be holding support despite oil price weakness (noting WDS is heavily exposed to LNG).
After years of investing , tell me why I should continue to invest in the Australian market?
It is so disheartening to see US markets and their amazing growth stocks continually hit astounding new highs, while the ASX barely plods along.
They have NVIDIA and the like with incredible returns driving their indexes ever higher. The best we have for making the market go higher has been Commonwealth Bank! Everyone raves about CSL as our best growth stock but its gone absolutely nowhere for half a decade now. Our mining stocks are cyclical and go nowhere too.
Please give me some reasons to stay before I switch everything over to USA ETFS.
Prior to EDV’s trading update this week I understand you were positive on EDV at around the $4.50 mark. Their share price is now close to an all time low. Do you believe there is value emerging around the current level of $4.25.Also do you believe their current dividend is sustainable or will we see a reduction in dividends given the soft update.
Chris G.
Do you think the share price of APA has bottomed? Is it worthwhile to buy more to average out the cost.
