Archives: Questions And Answers
Given the decline in the market this week coupled with a very surprising and mixed report from AD8, what is your likely strategy on this stock? Hold, Sell or Buy?
Also, do you have an update on where you see LTR going?
Both these stocks are in your Emerging Companies Portfolio.
Hi Team,
WTC has long been on my Watchlist as I regard it as a high quality company , with great client retention
Hi MM team,
Hi Team,
Could you please give an overview of how you decide the weighting you give to a holding? Do you have a minimum and maximum? Is it based on things like its indices weighting or just on individual things related to the company like quality and market cap etc?
Hi team, I have been waiting to open a position in CROWD. I am unsure of the liability for CROWD in their recent mishap. Are they insured for such an event & can those affected have a valid claim against the company?
Thanks & regards,
Sidney
Hi,
Given the inflation read earlier this week, the RBA likely to “hold” next week and 63% chance of a cut in the futures market before Christmas would MM likely increase current holdings in CNI? Do you see further upside?
