Archives: Questions And Answers
Hi Shawn, thanks for fixing my access issues… I now have my 1st question for your Q&A. Accent have today announced that Brett Blundy has sold a 14% stake to Frasers Group from the UK, who see it as an ‘exciting step’ in their overseas expansion. Do you see this as a sign Blundy is exiting the share registry and if so do you think this creates any succession risk? Would you think that Accent is now in play for a full takeover and does that make it more or less investable today?
Hi Guys
I have heard a lot of commentary that if the Dems win the US election again it will be very negative for stocks due to Kamal Harris proposed policy changes.
Should we consider this as a macro risk when thinking about our US investments or is it just noise?
Interested in MM thoughts on this please.
Many thanks
Alex
Hi James & team,
G’Day James,
Sorry for the last minute Q.
ACF reported on 21/8. Looked OK to me but the market does not agree. Do you know what might be wrong with this apparently very good business.
Thank and best regards, Ron
Hi MM.
With the expectation that the USD will fall due to lower US interest rates, what impact would this have on companies like CSL and would this already be ‘priced in’
Cheers
Alain
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,
