Archives: Questions And Answers
Hi
I recently bought COH (average price of $321). The price is now in the $290’s- eeek! I know their recent reporting was mediocre however are they worth holding in the hope that they will come good? They are still a unique company and from what I understand have 50% of the international market.
Many thanks
Anne
Hi and thanks again for all your information. I wondered if you would cast and eye on an outsider in PDI. I’ve been very patient with this company and now that Perseus has decided on a significant investment, PDI looks on the verge of a nice breakout. Worth holding or even topping up at this point?
Hi James, I am enjoying reading the morning and afternoon reports since I joined MM family a couple months ago. The Saturday report is very good as well. They provide good insights into the market and individual stocks.
Hi MM team,
Hi team,
Hi guys, just to give you something different and keep you on your toes. Hopefully you won’t be bitter over it, excuse the pun. I stumbled across the swap rate on cocoa beans. Now we all know the price went through the roof at the start of the year, but there still appears to be an issue longer term too and from what I can make out, large crops will need to be re-established which will take a couple of years to get back to full production, that is of course, if no further issues arise. How do you think the price will play out over the next year, and why would there be such a high swap rate currently? I can get ~60% on a long position for London, and ~50% for US. And finally, why is there a difference between London and US prices, surely it it can’t be that simple for a arbitrage trade.
Hi MM Team
Dear James, Shawn and the team
Hi MM,
G’day Esteemed Team,
