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Archives: Questions And Answers

BHP/WDS dividends and growth potential.

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Hi MM,

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BHP / US Tech Exposure

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Hi James and Team.

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ANZ and the Bond Trading Scandal

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Hi Guys,

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NAB Bank

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

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Two Emerging Companies OR maybe not anymore!!!

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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.

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Clarification on CNI

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Hi Team,

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MM view on WTC

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

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Is it time to add to the Audinate (AD8) position?

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Hi guys,

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Uranium and Copper

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Hi MM team,

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Weightings

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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?

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