Archives: Questions And Answers
Good evening, Team,
Hi guys, thanks for all the work which goes in to MM.
I’ve gone back to looking at other instruments to trade again as I wait for a pull back. I’m certainly one person who can’t understand current valuations.
Anyway, I’ve entered into a couple of cocoa trades as I get a good carry rate, and to me, the risk reward looks pretty good.
I know it’s not your usual area of expertise, but would like your opinion as I’m assuming you may have better information available through your broker platforms than my general research.
Dear MM,
The returns from NDQ, FANG & IVV over the past 5+ years have been excellent but they don’t feature in your ETF or Growth portfolios. Is there a reason for that? At what price would you consider these. Thanks
How do you pick Australian Government Bonds to invest in? For example GSBG27 4.75% at coupon interest rate till 24/4/27 is priced at $103.59 atm or GSBG37 3.75% at coupon interest rate till 21/4/37 is priced at $95.35 atm? Is GSBG37 priced below coupon value because of the very long maturity date?
Hi James & Team
XRO has fallen to $173.81 this morning – below the SPP Price of $176. If you still held XRO would you be participating in the SPP? Would you go ahead and purchase the shares now ($2 below the SPP price?) or do you think the share price could continue to fall?
regards
Debbie
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
Morning Shawn & Team,
