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Archives: Questions And Answers

Dear James,

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Hi James and team,

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Hi James and team, I realise that other subscribers have asked but want to know when the emerging companies portfolio will come out?

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James.

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Hi Guys, Out of curiosity wouldn’t it be prudent to wait for results. Unless there something we are all missing. Regards, Frank Music

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“Hi there All Thank you for taking these questions Much appreciated I have been looking at APA ( Australian Pipeline ) as an income share (yielding 5% plus after some imputation) but the share price has been inching down in recent times . Any thoughts on reasons for the share price decline? Cheers Shane B.

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“Good morning James, What will be the catalyst to send the XRO (ZERO) share price into positive territory again? Not a fan of these lower lows! Kind regards, Charlie M.

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“Hi, I get a lot of value out of being a subscriber to MM, keep up the good work. Recently in conversation around the BBQ whilst flying the “MM Flag” I was for an example of what value does MM add to my portfolio? My answer: Discipline to take action ..example leading up to 12 months ago MM were advocating to set aside some cash. A subscriber asked a question around selling down the hybrids. ( I recall his name was Johnny K February 2020) and I agreed with him and actioned. Being cash up, having sold my hybrid, sold CBA for around 90 bucks … buying back 3 months later for 60 bucks ………certainly makes up for the dogs in my portfolio…I think I owe MM and Johnny K a beer or three.” – Warm regards Danny W.

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“James, If you have time could you give me your appraisal of the above 3 stocks. I am currently considering selling all 3 and was not after an in depth review just really a view on their likely potential upside ( if any)  from Friday’s close or if at their current prices they are “ out of steam “ . I see that SIQ is already over Morningstar ‘s TP of $7.05. Many thanks for all your excellent efforts in the current wave pool market !!!” – Cheers Mike D.

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“G’Day again. Doesn’t the below quote directly oppose your recent view???   Bit confusing. February 7th: However we will undoubtedly reduce our “risk” exposure at some stage but today the bull market and momentum remain solid, I actually feel the easiest / most comfortable position is to sit in cash citing a host of economic / valuation reasons to abandon stocks but this has been a bad idea for years and one best kept on ice in our opinion” – Waz

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