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Question asked 31/05/2025 Opinion on SGH Ltd (SGH) Hi MM, Thanks for the practical and clear commentary you have provided during the past turbulent months. I have been interested in investing in SGH ...

Question asked 31/05/2025 Thoughts on EML Payments (EML), are things turning around? Hi MM, The EML Payments SP has trended upwards again lately. There have been a few similar increases in recent ...

Question asked 31/05/2025 Jupiter Mines Ltd (JMS) JMS currently trades around 19c. Exxaro Resources has signed binding agreements to acquire a 19.99% stake in Jupiter Mines (ASX:JMS), making it the ...

Question asked 31/05/2025 Regal Partners (RPL) and IDP Education (IEL) – oversold companies? Dear MM, I am keen to hear your thoughts on RPL and IEL. Two different companies close to 10 year lows for ...

Hi Angela, For subscribers not familiar with IPD Group (IPG) its as $320mn NSW based company specialising in the distribution and servicing of electrical infrastructure products, complementing its ...

Question asked 30/05/2025 Growth alternatives & currency hedging In relation to growth alternatives such as infrastructure and property which generally offer more stable cashflows, would you generally ...

Hi Michael, Please excuse the brief reply but the question came in after midday AEST. As you say we did like SIQ when we discussed it earlier this month, so much so we bought it for our Active Income ...

Hi John, This $150mn software provider to the medical industry has endured a tough few years with the stock down ~90% from its 2020 high. The numbers tell the story: Despite a lift in revenue to $3.75 ...

Question asked 30/05/2025 Jumbo Interactive (JIM) and Healius (HLS) Do you think there's any hope for these two which are languishing in my portfolio? Tempted to cut them but then often in the past ...

Hi Andrew, Treasury Wine (TWE) – Great timing here as we covered TWE in depth on Wednesday, our conclusion being the stock is starting to show compelling value as it plumbs multi-year lows ~$8.

Hi Debbie, The recent price differential is easy to comprehend: Aristocrat (ALL): Disappointed investors with its 1H25 results earlier this month with a 9% miss at the earnings line. As we said at the ...