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Archives: Questions And Answers

Dollar cost averaging

by

G’day James and Team,
Apologies for late submitting but here we go.Below two quotes from Last week’s Q&A and Morning report 5 Sept
We believe FMG & MIN are “looking for a low” and if we hadn’t entered too early we would be looking to accumulate into the current weakness.We like FMG in the $16 area, although we caught the proverbial falling knife too soon
I am interested to understand if I understand the above quotes , that you would be interested to dollar cost avg down on the two stocks mentioned?
If you do your general advice on ‘ dollar cost averaging down’
Kind regards and I enjoy the podcasts and commentary in the emails.
Christof

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HLS/Spheria

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Hi MM,

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HLS – what caused the drop?

by

Hi guys,
Quick question on Healius. I missed the trade alert (my fault – I love how you guys get the alerts to us quickly) for HLS and was wondering if the underlying premise to buy is still ok given Barrenjoey downgrading HLS.

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Banks – so strong!

by James Gerrish

Hi Team – love your honest and transparent appraisal of the market and your portfolios. Keep doing what you are doing. My question is around why the banks are so so strong. As you say, analysts have been bearish for a long time, is there anything further you can put your finger on. Thanks

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MIN / IPG

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Two stock question here.

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FID

by

What is your view on FID?

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Property Sector

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Hi,
Thanks for your ongoing daily reports and in particular the Saturday Q&A.
I’m wondering about the property sector. I note your comments earlier in the week. Do you have a more global view on the sector. I’m interested in International Trends across the sector.
Regards
Michael

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CRN guidance downgrade

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Hi MM,

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Is JLG a good investment going forward?

by

I have been a long term subscriber to your very good insights and it is all most impossible to always get it right.
This stock “JLG” has dropped approx. 35% since your review. Does your business case to purchase this stock still justify holding this stock?

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Locking in interest rates going forward

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Hello James and crew. My question relates to securing an investment for income over the next several years where we are able to lock in current high rates. Our portfolio is similar to MMs Income portfolio with hybrids but have noted that in the past MM held bonds. Interested in your opinion please on purchasing Australian Government bonds available through the ASX (Fixed rate Treasury Bonds) or is there a better strategy in MM’s view. Thanks as always Geoff.

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