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Archives: Questions And Answers

Happy subscriber here enjoying your daily commentary.
Regarding the addition of Light & Wonder to the growth portfolio, we see from the MM website that total debt / total equity for the latest quarter is 684 and other sources give a similar figure. Apart from lending institutions, we prefer debt/equity to be not much over 50. Could you comment on the high figure and is there something I’m missing in the calculation for these depository receipts?
Thanks… Mike

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What is your take on the current acquisition and/or merger offers surrounding Predictive Discovery (PDI)? My holding is up 182% as of the 11/12. What would you be doing if you were a shareholder, wait and see or take the gain now?

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Hi Market Matters Team,

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Hi James and team,

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Hi MM,

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Hi guys 9.09 am here so I hope I have made the cut off

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Can I have your thoughts on JEPI as a stock for inclusion is an income focussed portfolio. Thanks

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Hi Gents,

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Please explain what is happening with CTD and also some thoughts on whether QBE represents a buying opportunity at these prices. Thanks

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What you guys recommend as the best way to play defence, but specifically the increase in defence spending by European governments. Is there a specific company that is likely to see an increase in its contract wins and revenue as a result of government spending in defence or an ETF, with a slant towards European contract wins? Cheers, Josh

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