Archives: Questions And Answers
Hi Team – love your honest and transparent appraisal of the market and your portfolios. Keep doing what you are doing. My question is around why the banks are so so strong. As you say, analysts have been bearish for a long time, is there anything further you can put your finger on. Thanks
Two stock question here.
What is your view on FID?
Hi,
Thanks for your ongoing daily reports and in particular the Saturday Q&A.
I’m wondering about the property sector. I note your comments earlier in the week. Do you have a more global view on the sector. I’m interested in International Trends across the sector.
Regards
Michael
Hi MM,
I have been a long term subscriber to your very good insights and it is all most impossible to always get it right.
This stock “JLG” has dropped approx. 35% since your review. Does your business case to purchase this stock still justify holding this stock?
Hello James and crew. My question relates to securing an investment for income over the next several years where we are able to lock in current high rates. Our portfolio is similar to MMs Income portfolio with hybrids but have noted that in the past MM held bonds. Interested in your opinion please on purchasing Australian Government bonds available through the ASX (Fixed rate Treasury Bonds) or is there a better strategy in MM’s view. Thanks as always Geoff.
Dear James,
As interest rates are cut in the near future, one might expect fixed interest bond yields to fall and the bond prices to rise. Can MM nominate a few ASX-listed ETFs that should capture this capital gain in the future ? John.
Hi guys
Im interested on your take for companies like csl and i think bhp that earn in usd
If the usd falls like you expect it to will this have a significant effect on earnings for these companies and if so are there any other companies that may have earnings affected by a falling usd
Thanks
Tony
Hi guys
I thought mms was a good result with a good dividend but the shares were down after reporting
After reading their report i thought it was solid and the only thing i can see that is of concern is the possible changes to the ndis funding
Can you please give me your take on their results
Thanks
Tony
