Sectors: Consumer Services
Hi Gents,
First a “thankyou” for everything you bring to your subscription service. It is the most practical and actionable in the marketplace! Just wondering (facetiously) if Endeavour Group is going to zero? Is it simply in the too hard basket, or is there a value you would nominate as fair pricing? Thanks for everything you cover.
Thanks, James, for your input.
Happy subscriber here enjoying your daily commentary.
Regarding the addition of Light & Wonder to the growth portfolio, we see from the MM website that total debt / total equity for the latest quarter is 684 and other sources give a similar figure. Apart from lending institutions, we prefer debt/equity to be not much over 50. Could you comment on the high figure and is there something I’m missing in the calculation for these depository receipts?
Thanks… Mike
AD8 spent most of September under $5.00 before putting on a huge spurt to nearly $7.00 in the first two weeks of October. Then spent the back half of October sliding right back to sub $5.
Has there been any news that could explain this aborted take-off?
is IEL turning around to improve earning in 2026 ? which is a better buy NXT or MP1 ? Thanks.
Hi MM,
Given the poor announced result, is DMP a yield play for the longer term at current pricing.
Regards,
Peter
I am wondering why you consider TLC a yield play with a dividend of less than 3%? I’m wondering if it is a good time to sell or take profits in, being almost at its all time highs? Thx for this opportunity to ask questions Shawn!
Thanks James in advance for your input to my queries.
Hi James and team,
Did your view on JLG change with the recent takeover bid?
Where do you see the stock in a short and medium term?
Dear MM,
I am keen to hear your thoughts on RPL and IEL. Two different companies close to 10 year lows for different reasons. Possibly with sound underlying businesses? I saw your comments on TWE and DXS (on Wed), which prompted the question. Other than WTC (which you have also discussed), do you have a preferred company that you feel could have been significantly oversold? Many thanks,
Mark
