Archives: Questions And Answers
I’m interested in your webinars but can rarely attend. Is it possible to provide more notice? I can’t shuffle work commitments around the day before
Hi James,
Hi MM team, tuned into the midweek webinar on “Assessing poor performers”. Thanks for the great update, really enjoyed your commentary!
i do not own these stocks. which of the following stocks would you consider as a buy based on current prices.
zip, rdy, srg and jlg
Hi James & Team,
Having held & suffered the decline in MFG, I notice this week the notification of resignation of their CFO.
Hi Guys,
Is there an international hitlist visible on the MM site?
In the Macro Monday email, you mentioned “the US-Europe elastic band can only stretch so far”…. when it starts to reverse what European shares are you looking at? I don’t believe there are any European shares in the Int portfolio at the moment which has been a great call so far
Are you close to admitting defeat with Mineral Resources?
It is just bad news, followed by more bad news for Min Res. If Chris Ellison leaves will you sell?
Do you really see it getting back above your buy price of 73.73 in the near future?
Quick question, do you think WDS has bottomed around $23.50 as it seems to be holding support despite oil price weakness (noting WDS is heavily exposed to LNG).
