Archives: Questions And Answers
Message: Good morning MM,
This mornung you wrote “We reiterate that MM is bullish bonds/bearish yields” I hold QBE in a DIY fund and I wonder if you could write a short primer on the correlation of bond prices/yields to the fortunes of insurers [and specifically QBE] I am currently in it for the capital gain as their dividends are rather paltry
Many thanks
John Smith
PS I am a “refugee” from Stock Specialist. Your website and newsletters – chalk and cheese!!
I would like your opinion on the current strong share price growth in this comapny. I understand it currently has no instituional or major shareholders – is that an issue? It does seem to be on a very strong footing with strong market tailwind and growth pathway. I am a holder with an overweight position and wanted a sanity check to see if I am missing any red flags here?
Hi team, thanks for your great commentary and analysis!
Dear James and Team,
Thanks for continuing good work and for keeping the jargon to a minimum.
On Saturday QandA (13 Apr 2024) you referred to a recent MM report on SHL dated 8 Mar 2024 where you had said it was “too early to be positive”, and you then repeated that assessment on 15 Apr.
However you did not refer at all to the later MM 28 Mar 2024 SHL report where you said SHL was now a “recovery play” and that you were targeting SHL to go to $35.00.
Is this $35.00 Price Target still your assessment, or have you now decided on a reduced Price Target? If so, what is it?
MM reports on stocks are fairly difficult to deal with without clear Buy Price Areas and clear Price Target Areas (at least for me)!
Hi Team ,
Good morning MM Team,
Hi James and crew, just renewed my membership for another two years – loving it.
Have just read the Orora investor presentation and whilst it looked pretty flash would like your thoughts please knowing that MM has sold both holdings. Regards Geoff
Hi MM,
Do you have any thoughts on Aristocrat (ALL) and National Storage (NSR) both of which have dropped significantly in the last month or so?
Cheers, Mick.
