Archives: Questions And Answers
Hi guys ,
Noted Tyro is sitting around 52 week low at .76, has 7sb, 1mb and 3h on comsec, just wondering your view and whether this looks a cheap entry point. Thanks Rob
Is Magellan worth buying?
Dear James and Team
Thank you for your ongoing commentary and views on the macro and individual stocks
My question relates to LOV – it has been on my watchlist for some time – I regard it as quality growth
The SP has fallen from around $36 to around $29 in the last 2 weeks
I have read your opinion on this stock , indicting that you would consider it around $28
I note that recent financials disappointed the market somewhat, but the SP continued to rise until the recent pullback
There has also been some issues with the retiring CEO
I would appreciate your views
Many thanks
Hi James and Team,
Further to your AM report today – Does MM have enough exposure in Data Centre’s.
What’s your view on MAQ – Macquarie Technology group and SXE – Southern cross electrical engineering for exposure to data center’s. What price would you consider as entry points to these stocks?
regards
Debbie
Hi,
What does the team think of the latest DroneShield (DRO) results released on Friday?
Hi Guys
Goldman Sachs just issued a report projecting the S&P500 to deliver just 3% annualised over the next 10 years (or 1% normalised for inflation).
Do you guys look at studies like this when doing macro analysis and planning or is it just noise?
Not sure what to make of it.
Many thanks
Alex
I really appreciate your straight talking honest approach and willingness to add a WTFWWK caveat when commenting on a stock you don’t follow… which leads to my question: Is there a list somewhere on your website that members can access of stocks you do follow? (Typing in stock codes one by one to see if you have a page on that stock doesn’t cut it for me). I am sure there are quite a few stocks you follow that I might like to put on my radar simply because of the insights on these stocks that you can provide. TIA Jeremy
To the MM Team,
Please can I have an updated view on KAR. I understand that to a large extent the price of listed oil companies are a function of the oil price (and by extension the economy) but KAR has fallen substantially more than WDS.
Analyst price expectations seem very optimistic at around $2.40.
I think your last update was back in June when you were relatively bullish on the stock. How do you feel now?
Thanks,
Charles
