Skip to Content

Archives: Questions And Answers

Thanks MM for your regular updates and insightful commentary.
I bought Xero sometime ago on a MM recommendation but sold last year after a reasonable increase. My logic at the time was that I thought the price may plateau or drop but the opposite has happened with very strong results lately. If you weren’t holding now would XRO be a buy?
Regards
Peter

  • Posted in
  • Comments Off on Xero (XRO), would you buy now if you didn’t hold?

Hi MM,

  • Posted in
  • Comments Off on Staying logged in

While I understand what franking credits are, I do not understand the statement “Company XYZ has some financial flexibility because it is sitting on a pile of franking credits.”

  • Posted in
  • Comments Off on Franking credits

Hi James,

  • Posted in
  • Comments Off on Coronado Global Resources (CRN)

“What strategic objectives might Soul Patts have in acquiring a significant stake (6.4%) in AMA Group, and how could this influence AMA’s turnaround efforts and long-term growth trajectory?”

  • Posted in
  • Comments Off on AMA Group Ltd (AMA)

Do you think there could be a price recovery within, say the next 2 years and if so, reasons for them. Also, which ASX mining companies are associated with mining this resource?

  • Posted in
  • Comments Off on Thoughts on Palladium (Pd)

Hi James, Shawn and Team.

  • Posted in
  • Comments Off on Buy, Sell, Hold – Woolworths (WOW) & Catapult (CAT)

Hello Gentlemen,
Thank you for your continued service and advice. So, particularly in this day and age, do you think that buy and hold is dead? I could list many blue chip examples such as ANZ and NAB, both of which (excluding dividends) have gone literally nowhere in terms of gains over the past TEN years. BHP is back where it was 12 months ago etc. I watch opportunities to take profits come and go in the ‘false?’ hope that holding long-term is best? It’s getting harder to justify.

  • Posted in
  • Comments Off on Is “Buy and Hold Dead?

Hi James and Team,

  • Posted in
  • Comments Off on What’s the price target for Imricor Medical Systems (IMR)

Hi MM Team,
Given the general electrification of everything mantra, and the growth of Chinese EVs, especially BYD, I’m wondering what your perspective is to investing in them.
Would you consider including BYD in your International portfolio?
What would be the criteria & price point & growth expectations?

  • Posted in
  • Comments Off on Investing in EV companies
Back to top