Hi
Would appreciate your view on EGL. The stock has had a huge growth this year, but has come off in the last month or so. Is it a buy in this range?
Thanks, Liz.
Hi team,
Are there any direct benefits to holders of HMC Capital as a result of the listing of their data centre REIT?
Will HMC equity holders be offered shares in the REIT?
Cheers, Jeff
With the recent US$ strength, would you still have conviction to hold gold related equites (NST, EVN, WGX) & would you still consider the dips that occur opportunities to buy?
Just after your thoughts post election on this one – will Temu be affected by Trump politics?
Enjoy reading your Insights guys, thanks.
I’d be interested to hear your latest/updated thoughts on NEM please?
In July MM comments were how ‘markets hate misses’ but ‘all bad news seems to be built in’. An update last month indicated there could be some consolidation to be expected before pushing higher.
However NEM is back at it (missing guidance) again given back the last 4 months of great gains.
Is this beast that can’t change its habit of a decade and should be dropped until management can do better?
Are investors over it having given it one last chance, has there been an overreaction based on previous experience, or something else?
