Archives: Questions And Answers
Back in January of this year MM’s assessment of IPH was “looks okay under $7”, but with provisos about the organic growth potential of the company. The share price is now under $6 and they have just raised $100 million in a placement at $5.65 per share, to fund the acquisition of a Canadian firm.
I have held Ramsay shares all through the good times and now wonder why I still have them. Is the a better use of my money – either in health stocks or a different sector?
WIRE.AXW – the Copper Miners ETF, is often suggested as alternative copper exposure to Sandfire but WIRE’s management fee is 0.65%. That is equivalent to about 25% of WIRE’s dividend yield. I’d rather consider direct investment in Capstone which has five copper mines in the Americas, has a 4.36% weighting in the WIRE ETF and is listed on the ASX as a CDI with the ticker CSC.
Zip shares have been travelling up for a while now. There was an article published on being a partner with apple. It was not confirmed. But the share price keeps going up with a crazy amount of shares changing hands. If it was correct would it be buy the rumour sell the fact scenario. What price would it be a sell at.
Hi , I am wondering what are your thoughts on BCB after they come out of the trading halt are the assets worth a take over ?
G’day Esteemed Team,
What is your opinion of WAM? Currently it is trading at $1.60 which is 20 cents above it lowest price for the last 12 years. (In the past it has been up to $2.40.) It is paying a very steady dividend of 15.5 cents, plus 60% franking. That is a yield of 9.7% even without the franking credits. The P/E is 7.72.
Most commentators believe interest rates will be reduced next year. If that is true, then most listed investment companies will do well. In the meantime a yield of 9.7% plus franking sounds very attractive.
Would you buy it for one of the portfolios?
Kind regards,
John
Dear MM,
Your reports and Daily comments are indeed helpful to me for managing my investments.
Right now, I have a question which I hope you can help.
When I look at the recent report of MAD, it seems the results were quite satisfactory, with reasonable growth for all divisions and the projected growth for 2025 is 27.5%.
However, the share price kept on dropping since the report was released. Do you know the reason? Have I misread or missed something?
Thank you Gregory
Hi gents, a couple of weeks ago you recomended a reit that made quarterly distributions. Just cannot find it, can you please repeat
the name and ticker. Many thanks, love your work.
Hi Team,I am a long-time holder of COG. I noticed some recent buying by the directors but the stock has been dropping to a new low despite a good result. What do you think about the fundamental & technical analysis?
