Archives: Questions And Answers
Hi guys
AUB is a stock that has had a fall from a 52 week high of $40 to current price $21.81 and a fully franked yield of 4.3% on current price. 1 half “26 NPATA of $90.4m was up 13.9%YoY. There was a $400 m equity raise to fund acquisitions which seemed to spook the market but guidance is for a full year profit of between $220m-$230m
Could you kindly provide your views?
Regards ,
Ray
Hi James, first i would like to thank you for the regular information provided by MM on the market and the portfolios.
Thanks for the gold shares breakdown yesterday, but I noticed EVN was missing and I understood MM were bullish on EVN. Has the view on EVN changed? Thanks
Hi guys, would love your view on s32. With the current sell off in commodities and its silver exposure, would you think it is a buy or is there a better way to get exposure now to base metals?
Hi MM team,
Please can you share your current thoughts on HUB and NWH?
Thanks, JanP
Hi MM,
I enjoyed your article on NHC a few days ago.
With coal prices up significantly and NHC ramping up production, do the analysts have a revised view on forward earnings and dividends?
Thanks, Peter
Hi James & Team
Can I have your current view on the 4 Big Banks.
With the RBA lifting rates on Tues and the outlook being for further increases- how will you be positioning yourself with the Banks? I know your portfolios do not hold CBA – if it did would you be selling CBA or holding especially since they have already paid out a dividend in Feb – whereas ANZ, NAB & WBC will payout in May.
regards
Debbie
Hey guys, after the sell off in copper stocks, would you be buyers of SFR or WIRE at these levels? When do you think is a good time to establish a position or increase a position?
I do not understand why MM would analyse EWY over IKO as an ETF to invest in Korea. Investing in an American ETF will attract additional fees for the transfer of funds, and horror of horrors could attract the attention of the IRS. I was advised by an experienced accountant years ago to never invest in US shares or ETFs directly as it can attract the attention or the IRS, who simply do not understand the tax-free status of SMSFs. Certainly I will never do so, as I have great respect for my fund administrator, and will never aim to make his life more complex than it is.
