Archives: Questions And Answers
Hi guys, thanks again for the ongoing great reports.
With your crystal ball out; what’s your best guess for the ASX200 index? I’ve had my own levels break down while trading the futures; currently the $8000 is holding, although it doesn’t look good especially with the weekend approaching. My next levels are $8220-$8290 which would take it to around 9% pull back and wiping out over 6 months of gains. It seems a little exaggerated when compared to other indices and considering most, of the Trump tariffs have been known since last year, resources and energy have been low for an eternity now and we are somewhat sheltered from the ongoing Ukraine war. Have our fundamentals really changed that much. At what point does it become cheap.
Regards,
Simon
Hi Team,
Would you please revisit ACF…thoughts
Its a strong consensus buy , with a 5.7% yield
Thanks
Mark
Hi guys, just wondering if you still feel confident about your thesis for James Hardie and improvements to US construction industry? Was there anything in the recent results season that undermines the thesis? ie, are we looking at tougher times in US construction/housing market than initially thought? Thanks again for all your wonderful work.
Hi guys
Whats your thoughts on rep ? It is a reit that invests mainly in essential healthcare which is a growing sector with our ageing population. It has a nta of $0.88c and is currently trading at $0.59 and they have been buying back shares as a result of the discount to nta. Also in the past 4 years they have paid a dividend of over $0.05c which is over 9% at the current share price. With interest rates now starting to fall this should also be a positive.
Thanks
Tony
Looking for your thoughts on Service Now. After the pullback on lacklustre FY25 revenue growth is this looking like reasonable entry or could we see further declines towards $800?
To the MM team,
Please can you provide me your latest thinking on PMV. Most of the financial metrics look solid. But, I am aware that PMV is a very different business now to what it was 6 months ago.
Then, if possible I would also like to hear your thoughts on 360. It seems a great business with the major concern being a lack of a sustainable moat (i.e. the big IT platforms could provide the same service as a free add-on).
Regards,
Charles
Hi James and the MM team,
Hi MM team
Just wondering what your thoughts are on the Goodman group SPP offer. I know you can’t give specific financial advice but generally speaking is it worth taking up?
Thanks
Hi MM team,
Much appreciated your regular and clear advice.
I am wondering if you have any thoughts on Finbar (FRI) which is the largest apartment developer in Perth. It seems to be a solid company that has good results although the price has dropped due to no dividend this half.
Regards,
David
