Noted Tyro is sitting around 52 week low at .76, has 7sb, 1mb and 3h on comsec, just wondering your view and whether this looks a cheap entry point. Thanks Rob

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Magellan (MGF)

October 31st, 2024 by

Is Magellan worth buying?

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Dear James and Team
Thank you for your ongoing commentary and views on the macro and individual stocks
My question relates to LOV – it has been on my watchlist for some time – I regard it as quality growth
The SP has fallen from around $36 to around $29 in the last 2 weeks
I have read your opinion on this stock , indicting that you would consider it around $28
I note that recent financials disappointed the market somewhat, but the SP continued to rise until the recent pullback
There has also been some issues with the retiring CEO
I would appreciate your views
Many thanks

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Data Centres – MAQ and SXE

October 26th, 2024 by

Hi James and Team,
Further to your AM report today – Does MM have enough exposure in Data Centre’s.
What’s your view on MAQ – Macquarie Technology group and SXE – Southern cross electrical engineering for exposure to data center’s. What price would you consider as entry points to these stocks?
regards
Debbie