Market Matters Q&A

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing?
Regards Ray

Raymond

Rare Earths Sector

Hi James and team,
This time I’d like to know your view on the rare earth space, and more specifically on ARU.
Do you prefer it over LYC?
From your perspective what would be a good entry level to any of them?

Thank you so much, have a great weekend.

Dario

Darío

Bowen Coking Coal Limited (ASX:BCB)

After not receiving communication of any kind from Bowen Coal Administrators since the company was suspended on the ASX last July. I received a 1 page letter today, which I think says my shares are being given away to Argo.

How is this possible? Or have I somehow misunderstood this sole piece of communication received.

Does ASIC have no role in protecting the rights of shareholders in these situations.

I would love your assessment of the situation.

Brett

Property and Real Estate Names

Hi Guys,
The great paradox of my portfolio is if you think that the Magnificent Seven and tec in general is going higher should we be keeping GQG ? and while I hold PNI if the market moves higher is it a good buy and those holding should top up?

CNI and MGR is down is this a long-term hold or is it worth doubling down?

Thanks, and regards,

Glenn G

Glenn

The Big Four Banks

Hi Market Matters Team
In Tuesday’s morning report – Stocks With Plenty to Gain From AI Cost Savings with the major banks already well down this path. you wrote “We can see the ASX banks pushing to new highs through 2026 with ANZ and Westpac remaining our preferred picks. MM is bullish towards the Australian Banks” However Tues Westpac flagged Middle East conflict impacts which saw the Banking sector lower for the rest of the week. Do you expect the other Banks will also be impacted? Are you still bullish the Banks ?
regards
Debbie

Debbie

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

Bill

Private Credit – views and suggestions

Hi team

Love your work. Thanks for your views on Private Credit outlined on 4 & 28 March, I note you were happy to stick with DN1 and PCI at the time.

Can you confirm if this is still the case?

Can you also provide your opinion on: MA2HA, GCI & KIT?

If you don’t like any of them, what would you suggest as an alternative (recognising that you can’t provide specific advice)?

Do the following hybrids classify as Private Credit and what is your opinion: CBAPM, MQGPF, SUNPI,
Thanks

Simon (long term subscriber)

Simon

SpaceX IPO

Hi Guys

Just a quickie. How & where, would a person, be able to invest into SpaceX, IPO ?

PS It’s a long shot

cheers Paul M

Paul

The Global X FANG+ ETF (ASX:FANG) and Alcoa Corpn. (ASX:AAl)

Hi Market Matters Team
Could I have your view on the FANG ETF – Is it time to get exposure to US Tech via this ETF? Would this ETF be one of your preferred options if you are not directly buying individual US Tech Co’s?
Your view on Alcoa (AAI) please -would you continue to hold or sell?
regards
Debbie

Debbie

i-Shares Expanded Tech-Software ETF (IGV US)

Hi guys, just a quick one.
What’s your thoughts on the I-shares expanded tech-software IGV?
I’m long on a leveraged position and have clearly missed something as it’s hitting multi-year lows. I understand it has lots of holdings, but it would seem like most are getting a bounce, so which ones are pulling the price down? It appears to be trading at nav, but over 5% just in the last few days; 8.5% if we take the strong open from mid-week. The next obvious level is another ~8% lower.
Thanks, Simon

Simon