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
Hi MM,
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.”
Hi James,
“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?”
Hi James, Shawn and Team.
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.
Hi James and Team,
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?