Skip to Content

Archives: Questions And Answers

Hi James and Team.

  • Posted in
  • Comments Off on BHP / US Tech Exposure

Hi Guys,

  • Posted in
  • Comments Off on ANZ and the Bond Trading Scandal

Just curious why was the NAB your least preferred bank? What was the rationale for it being the least preferred?

  • Posted in
  • Comments Off on NAB Bank

Given the decline in the market this week coupled with a very surprising and mixed report from AD8, what is your likely strategy on this stock? Hold, Sell or Buy?
Also, do you have an update on where you see LTR going?
Both these stocks are in your Emerging Companies Portfolio.

  • Posted in
  • Comments Off on Two Emerging Companies OR maybe not anymore!!!

Hi Team,

  • Posted in
  • Comments Off on Clarification on CNI

WTC has long been on my Watchlist as I regard it as a high quality company , with great client retention

  • Posted in
  • Comments Off on MM view on WTC

Hi guys,

  • Posted in
  • Comments Off on Is it time to add to the Audinate (AD8) position?

Hi MM team,

  • Posted in
  • Comments Off on Uranium and Copper

Hi Team,
Could you please give an overview of how you decide the weighting you give to a holding? Do you have a minimum and maximum? Is it based on things like its indices weighting or just on individual things related to the company like quality and market cap etc?

  • Posted in
  • Comments Off on Weightings

Hi team, I have been waiting to open a position in CROWD. I am unsure of the liability for CROWD in their recent mishap. Are they insured for such an event & can those affected have a valid claim against the company?
Thanks & regards,
Sidney

  • Posted in
  • Comments Off on Thoughts on CROWDSTRIKE (CRWD US)?
Back to top