Archives: Questions And Answers
Brokers seem positive on CRN. Why?
Hi Shawn and James
Firstly best wishes to all of you and wishing you a joyous Christmas and a happy healthy and prosperous new year
I managed to obtain a reasonable allocation on the big float which I was quite happy with but day one and the market appears not to like the stock.
I understand you cannot give personal investment advice but appreciate any thoughts you may give on the future of this stock.
Many thanks
Cheers
Mark
Hi MM,
It’s more a comment than a question. I saw a slide on another webinar that showed the US stock market cap is 70% of the world’s stock market cap. This is with the US having just over 4% of the world’s population.
While there are clearly some very big (tech and other) companies in the US, I found this quite astonishing.
Regards,
Peter
Wondering whether you know of and have a view on the small cap EGL?
I hold a few MSB & obviously have enjoyed a good week. With high risk, high volatility stocks like this how do you trade them? i.e do you take some money off the table or in this case, with FDA approval held, let them run. Thanks
Hi guys, Merry Christmas and a happy new year.
Look forward to the ongoing reports and quality views.
Hi James and Team
1. Can I have your view on the ETF – MOAT for a more diversified exposure to US.
2. HLS – Healius – Upon completion of the sale of Lumus imaging -do you know the form & timing of any surplus proceeds to be distributed to shareholders? Will this be a reason to continue to hold HLS or like you mentioned in your AM report today -additional funding for ” 5 stocks on your Radar ” could come from selling Healius.
regards
Debbie
Hey Team
Thanks so much for your informative commentary over the past year
I am keen to invest in the pending merger of SIG and Chemist Warehouse (CW )
CW has a great brand and I am excited about its future
Just enquiring about your thoughts as to how best to play this
Do I wait for the merger to go through and the combined entity to trade on the ASX , or invest in SIG now . I am not currently a shareholder in SIG
I understand that this is general advice only
All the best for the festive season and hoping you have a great 2025
Cheers
David
Greetings MM Team,
I am a long time shareholder of Fenix Resources and I would appreciate your opinion.
What I do like about this mining company is:
1.) it is fully integrated, from shovel to onboard ships,
2.) carries relatively little debt.
What I dislike is:
1.) it has stopped paying dividends, presumably to accumulate funds, for the purpose of acquiring other miners (acquisitions are always risky),
2.) the share price going nowhere, but sideways.
With the lack of dividends and the price going nowhere, is there any point, to hold this stock? If you held it, would you sell it or would you continue to hold it?
Best regards,
John
