Before asking my question, I would like to thank you for the valuable opinions and analyses of the macroenvironment and stock selection. They brought me quite a lot of successs.
Now a question on COG. I noticed the stock has drifted down continuously and has almost reached the support level. With a dividend yield of >8% fully franked, do you thnk it is now an opportunity to buy or it could be a dividend trap?

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Thoughts on Codan (CDA)

July 12th, 2024 by

Codan has risen substantially. At $12 is well in excess of its fair value of $10.54, but it still seems to have momentum.

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Would MM consider adding PEN to its Emerging Company Portfolio?

July 12th, 2024 by

Hi MM,

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YAL (Yancoal)

July 12th, 2024 by

Yal has risen substantially in recent times. According to Morningstar it is still undervalued at 7.42 (8.09). It still seems to have momentum and pays a very high dividend in September. It is listed as a strong buy. Your advice?