Archives: Questions And Answers
Dear MM Team,
first of all you guys should be proud of the product you are putting out.
Trying to get my head around what is happening in the USA for Australian listed stocks. Not after advise but thoughts.
KPG is buying into practices, and repatriating profits, is this a no no ie repatriating profits, even though you are doing business in USA. Life 360, duel listed, HQ in USA, is this good. SPZ, Australian listed, no business in Australia but expanding in the USA, do they pass muster. So just looking for USA facing stocks that may have legs.
Thanks Terry
I understand the strategy and how it fits with ‘2 steps fwd & 1 step back’ detail. We are still left with question when is A dip, THE Dip that we should be buying into. While there are no guarantees, What rules/guidelines do you apply to determine the probable bottom of the hockey stick?
Thanks Glenn
With the forthcoming demise of bank hybrid securities and your recent mention of Dominion I saw today an advertisement for Macquarie’s recently released ETF – Macquarie Global Yield Maximiser Active ETF – MQYM. I guess we are going to get more and more of these types of investments and whilst I have read the flyer, the PDS etc I am not that confident in the product. Welcome your thoughts and also going forward what might be the main attributes of alternatives to bank hybrids to look out for. Kind regards Geoff
Of the MAG7 what would be you top picks in the current pullback? Are you targeting any for the international equities portfolio and when would you enter?
TTD has dropped almost 50% since its results. Is this a table thumping buy at these prices?
Hi James
Quite a while since you reviewed Clinuval Pharma. The Share Price has fallen against a reasonable Report for FY 24 and quickly rebounded today up ~5.0% (Wednesday).
Hi guys
I see you have A1M in your portfolio and i own it two. Ive noticed that a director has bought a lot more shares for himself recently. I view this as a positive and have since purchased more shares in this company. Are you guys still bullish on this company
Thanks
Tony
The price of KLS has fallen significantly in the past year and is now back around the levels in 2020. The business has some significant capex issues at present. There are some asset sales in progress to sure up the balance sheet. This appears to be a solid business in an essential infrastructure like space with decent long-term prospects. Do you have a view.?
