Archives: Questions And Answers
What is MP’s view on ABG after the sale of their share holdings in SKG. How suitable is ABG for dividend yield? Would it be a dividend trap at the current price?
Hi James and Team
Can I have your current view on SUN & CSL.
What target price do you see for both in the next few months?
Reports in late August 2026 indicated that Japanese insurer Tokio Marine views Suncorp Group as a potential takeover target. Is this still in play? Higher interest rates benefit insurers. Do you expect this will support the share price of all insurers? Also, on the 16/9 SUN lost over 3% (62c) -was there a particular reason for this?
regards
Debbie
Following your comments relating to MVB vs Stocks I wondered about the same being applied to MVR. (acknowledging that MVB is restricted to one sector and MVR is many). I came up with a list of 9 constituent stocks and asked my new best friend Grok to review the list and compare/contrast etc with the ETF and expectations of future outperformance. It came back and basically said Im an idiot. MVR already restricts stock to max 8% and unless Im a fortune teller rejigging the percentage of sector/stocks etc is a pointless exercise and gave another half dozen reasons to abandon this exercise. Any general thoughts on Groks response ?
Hi Team, Any idea why Tribeca Asia credit trust IPO was pulled?
Dear learned team,
Thoughts on GQG after lower FUM?
Is this pricing overdone?
Hi MM,
In last week’s report you mentioned WAM and your views there, which is very much appreciated,
I’m seeking your insights on the implications for the Japanese stock market on Scott Bessant’s US support for the Japanese bond market. I’ve read a lot about how his fairly brazen efforts to lower the high US bond yields can be described as “bringing a knife to a gun fight” but what has changed is that an unhedged Japan fund (IJP – up 13.3% so far this FY) has significantly underperformed a hedged fund (HJPN – up 0.3%) reflecting the changed currency rates. Normally these two funds are a close match or HJPN performs much better, as in 2025 (up 25.6% vs 11.1%) or FY 2025/26 (up 58.7% vs 19.3%. Based on Trump’s entrenched war against Iran and US’s ever enlarging deficit it seems that IJP will continue to grow. But I’m very good at getting these things wrong!
