Archives: Questions And Answers
I have been a subscriber since the very beginning and have found you reports and research a cut above the rest. Particularly making clear calls on stocks and the market,
My question is for an investor who is sitting on a large capital gain, should the implication of paying tax and therefore having less to reinvest ever be a consideration?
ie selling say cba shares for a total sum of $100k and paying tax of say $25k and only having $75k to reinvest in WBC for instance??
Saturday 4/5/24 Q&A – Preference for CTD.ax over FLT.ax as a “Growth’ stock.
Hi MM,
Noting your positive view on the BHP bid for Anglo i would be interested in your thoughts on the less positive views put forward by another broker this week.
This broker is concerned BHP is looking to acquire a diversified miner in Anglo primarily to secure the copper assets but would then look to sell the non-copper assets – iron ore, platinum, nickel etc. The broker notes BHP’s track record in selling assets is very poor and argues “this is like BHP trying to buy a 6 bedroom house just to get the garage. There are multiple large risks in BHP long term in trying to sell off the assets they don’t want.”
Would you please provide your thoughts on this broker’s views?
Thanks & Regards
TH
Hi team, appreciate the service and the detailed emails.
What is your view on SYR ? The company does not miss any opportunity to raise funds and dilute share price and investors wealth.
Good morning,
With the ACCC due to make an announcement on the 13th of June re the proposed merger between Sigma-Chemist Warehouse, what is MM’s current view on SIG?
What do you realistically think will SIG SP will do if the merger is waved through?
Is MM considering a “pre-emptive strike” on SIG prior to what will presumably become one of Australia’s biggest and best retail businesses?
As a long term subscriber, I still look forward to my daily read. Thanks for all your hard work.
Jeff
