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Market Matters Q&A

Our Q&As are emailed in our Saturday morning Weekend Report, here’s a list for you to access them directly. If you have a question, we’d love to hear it.

The Latest Q&A

Question asked

Bapcor (BAP) a buy?

Hi James , Bapcor dipped under $7 briefly and is around the $7.03 mark . You had a interest around these levels but still haven’t pulled the trigger ? Do you feel it’s way oversold and the CEO retiring has damaged the chances of this stock heading higher in the short term? Cheers Craig

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Question asked

Picking winners

What to look for or how to measure if the stock is priced, say twice its worth e.g. PDN vs uranium price mentioned in MM recent post? As for other stocks, priced to “perfection” – what are we looking at? PE, Price to Book, ?? Kindly elaborate, if able.

Many thanks once again for the great educational journey!

Really appreciate it.

Michael C.

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Question asked

Which ETF’s will work moving forward?

Hi James,

Firstly thanks for some great macro and individual stock advice. I have covered the cost of the membership many times over with my paper profits on ALL, OZL and ORE. Since coming on board my share portfolio has slightly outperformed the ASX which is something I used to find very hard.

My question: In a high growth market it seems to make sense to let passive ETF’s (i.e. VAS and VDGR) do the work (rising tide lifting all ships). However with future market growth probably lower than we have see the last few years, is this a good time to get out of passive ETF’s and go for a combination of more active ETF’s and direct share ownership? Or put another way, is it easier to outperform the market in a rising or flat market?

General advice and just your own experience.

Thanks, Charles

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Question asked

Getting access to Shaw IPO’s

How do I get on the list of Shaw and Partners to be invited to bid for the IPO shares which are manage by Shaw and Partners?

Jimmy

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Question asked

NRW Holdings (NWH) after a great AGM

Hi James and M&M,

Just looking for a view on NWH Thank you, keep up the good work.

Thanks

Tony

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Question asked

Gaining exposure to precious metals

Hi James,

Could I know the stocks that are predominantly in silver, platinum and palladium

Thanks

Indran

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Question asked

Reviewing some “losers”

Hi James and team,

I have been enjoying the MM reports, I like the format, the content and the tone. Unfortunately, I didn’t have much luck with many of the stocks I picked: SSM, RSG, BVS, Z1P, A2M, IAG to name a few, even though they were recommended as “buy “or “active”. When MM sold some of them I didn’t, I only trimmed. As they continue to fall, my (paper) losses are mounting. What is your latest view on the above stocks at current lows? Could they drift much lower? Are some of them likely to recover, even in the longer term? Has the risk reward improved?

Some guidance would be much appreciated.

Thank you.

Denis.

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Question asked

Westpac buy back – is it worth participating?

G’Day again,

I thought you may have had more to say about the WBC buyback by now. It looks very ordinary to me. Should I have received some communication about it by now. Waz

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Question asked

WSA, ASM & am I too late to buy Calix (CXL)?

Hi James and Team, Your insights are very valuable and calming in this volatile market. Questions for Sat- Weekend report.

1. WSA- Western Areas – You mention in Friday’s report – MM believe IGO will acquire WSA in 2022. The big question is at what price.
I hold both WSA and IGO. Would you be a holder of WSA until the acquisition is played out or a seller into strength? It has reached a high of $3.41 in Oct 21 and has had a run up this week. Bell Potter has a Sell on WSA and a price target of $2.90.

2. ASM – Australian strategic Materials – Can be quite volatile with large movements up and down in a day.
Can I have your view on ASM – It has reached a high of $14.15 this week but today so far has come down about 10% to $12.60.
Would you be a holder long term? Do you have a price target on ASM?

3. CXL – Calix – While we can’t always buy all your trade recommendations at the time. – this is one that got away. Well done to MM – your timing was impeccable.
Is this still a buy in the long term or has the risk reward diminished? Do you have any valuation on CXL?

Thanks, Debbie

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Question asked

Thoughts on VW

Hi James,

In your Friday morning report, “Is Tesla our favourite car maker?”, I was surprised that Volkswagon (VAGWY:US) was not included, while not a personal fan and the stock has been under performer since their troubles a few years ago, they have one of the deepest investments in EV technology then looks like the shares might be about to have a run – any thoughts?

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