Archives: Questions And Answers
James and Team,
When is current offer closure date? If I accept offer now , when will i be paid
Hey James and Team
Kapstream are out there marketing their Investment Trust, targeting 3.5% over swap. Any thoughts on the offer pls…
Cheers
To the MM Team,
Firstly congratulations on the recent performance of your Growth fund. From a not so great H1-25 to a very good last 7 months. Shows the benefits of patience.
My question relates to Income stocks. I would like your view on SDF. Seems like the stock has good fundamentals but was punished on AI and Governance issues.
Secondly, REIT’s have generally had a tough 4-6 months, which is understandable. Do you have any interest in getting back into REIT’s for your Income fund. If so which REIT’s interest you?
Keep up the great work,
Charles
Hi MM,
With reporting season underway, companies that miss expectations are being severely hammered. Do you have your eye on any beaten up growth/income stocks that could turn around quite quickly?
Cheers Peter
Hi James,
I would appreciate your view on Whitehaven Coal given its recent result. The market has continue to sell it off, despite being an inline result. Are there concerns with the result or just a case of it having run up in the months leading in to the result and some profit taking?
Regards
Andrew
