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Hi Guys
The Aussie Banks are at scary levels in terms of their valuations. I know we shouldn’t fight the trend and can’t pick tops but I wonder how sustainable this is. Curious at what point MM would consider taking profit in the banks?
Thanks
Alex

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Would you sell Hyperion as price fluctuates almost 10-12 % – over 12 months has gained approx 12-15 % but has dropped as low as 4.75 recently

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Hi MM Team, thank you for your amazing work to help us understand the market. I just have a question on an international share, NU Holdings (NU:NYS). Please ignore this question if it is inappropriate. It is a Brazil-based digital banking platform which had extraordinary growth. I find it really easy to buy shares but very difficult to know when to sell as I have made many mistakes in the past. I just want to ask if you would consider this share as a ‘bottom drawer’ share or will it prudent to take some profit?

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How does MM see forward looking prospects for Challenger and the Coast Entertainment Holdings (formerly Ardent)? Interested in MM’s fundamental and technical perspectives.

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Question for the MM team,

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Hi Team,
My broker recommends I add to my already significant COG position. What is your opinion on their latest report? Is it good or just passable?

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What do you think of AX1. The most recent results were nothing flash and yet the price is slowly rising. Is this a case of price rise into Xmas shopping period?  Considering my options. Thanks

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Is 4DS worth holding on to? Already down 31%! Present price.07c

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Hello Team,

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Hi James and Team
Can you comment on the switch happening from the Big 4 Banks to Resources. I hold ANZ and CBA like Market Matters and retained some NAB. Are you still long your Bank holdings? Would you be considering a switch between ANZ/CBA to Macquarie?
regards
Debbie

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