Archives: Questions And Answers
MM has been positive for a while on MFG and hopefully a turnaround may occur shortly based on your value assessment which I trust. My question is around the options which have been steadily decreasing in value for almost a year. Surely for the patient investor, these options will represent a low cost way to gain exposure to MFG especially considering the 2027 expiry date. Does MM ever consider options as part of your investment strategy or is that too risky?
i understand A1M is on the Shaw’s radar??? Given your conviction to copper, does MM have any interest in this stock?
WOULD LIKE YOUR THOUGHTS ON DALRYMPLE BAY AS A DIVIDEND PLAY. THEY SEEM STABLE AND NOT REALLY AFFECTED BY THE COAL PRICE. REGARDS JOHN
Hi guys your thoughts on Magellan they have continued to struggle
Do you think they will be able to have a divedend around the forecast 10% mark which should support the share price or if the divedend disappoints the share price will drop further
Thanks
Tony
Some time ago, it became compulsory for companies to show lease commitments, as debt. As a consequence, many of our retailers are showing a frightening proportion of debt to equity. For example, WOW 245%, COL 167% and MYE 709%! I am certain, that these companies are not about to drown in their debts. In my view, the rent anyone of these companies are paying in a shopping is not a real debt. It is part of the cost of doing business. How can I tell the “real debt” situation?
Thank you for your help, throughout the week,
John
A new subscriber – I note the reference to a HIT list I cant see exactly what this relates to?
Dear James and Team
Hi MM,
Hi just tying to work out how bonds are priced ?
