Skip to Content

Archives: Questions And Answers

Your further thoughts on Helia Group (HLI) and Inghams (ING)

by

Dear Team,

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

The recent call on Commonwealth Bank (CBA) in the Income portfolio

by

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

APA Group (APA)

by

Morning Shawn & Team,

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

The ETF Ponzi Scheme

by

Hi  Guys,

  • Posted in
  • Comments Off on The ETF Ponzi Scheme

Alkane Resources Ltd (ALK)

by

I am a long term holder of Alkane and it has been a bit of a ride although I have managed some alpha to keep ahead. The latest merger proposal seems to have some logic to create a more liquid and potentially more attractive target, but I am wondering why Mandalay sees this as an opportunity. My conspiracy theory misgivings is that it may make a way for the tightly held shareholders to liquidate their positions. Am I overthinking this. I always value your opinion so interested for your take on the pros and cons of this merger for the ALK share price.

  • Posted in
  • Comments Off on Alkane Resources Ltd (ALK)

Monash IVF (MVF)

by

Dear MM,
I noted you are buying Helia Group, HLI, for the active income portfolio after its recent drop in price. I was wondering what you thought of Monash IVF, MVF, as an option for this portfolio or as a high risk/reward opportunity. There may be similarities to HLI. Good dividend, possible SP recovery, and a reasonable response (?) to their second mistake. Hopefully they don’t come in threes! Best regards
Mark

  • Posted in
  • Comments Off on Monash IVF (MVF)

CSL Ltd (CSL) and tariffs

by

Morning Shawn & Team,

  • Posted in
  • Comments Off on CSL Ltd (CSL) and tariffs

Active Growth Portfolio – yearly performance 2024-2025

by

Firstly, thank you for your excellent service and great market insight.

  • Posted in
  • Comments Off on Active Growth Portfolio – yearly performance 2024-2025

Data#3 Ltd (DTL)

by

Hi, could I please have your thoughtss on DTL please??

  • Posted in
  • Comments Off on Data#3 Ltd (DTL)

Unibail-Rodamco-Westfield (URW)

by

Can I get your thoughts on the upcoming voluntary delisting of URW. As a CDI holder we have been given information on the Delisting process and 4 Options available to us.

  • Posted in
  • Comments Off on Unibail-Rodamco-Westfield (URW)
Back to top