Market Matters Q&A

Question asked 29/06/2022

OZL

Hi M.M.
I am a little confused by your comments re OZL
In this mornings (27/6) edition in the section “Commodities” in your comments regarding the outlook for copper you concluded with the comment “M.M are now neutral copper in short term”.
On the same day you issued an Alert that M.& M. were buying OZL despite some further somewhat pessimistic comments in the Afternoon edition of the 27/6. This is a little contradictory, wouldn’t you agree?
The new MM 3.0 looks great
As i hold OZL I look forward to some clarification of your thoughts re OZL
Thanks
Peter Cooke

peter

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Question asked 29/06/2022

How does one connect as you suggested.

Dear James,
I wanted to try the example of how to connect CBA data etc. It is even your example but the instructions are a bit short on.
How about running us novices through it. Maybe also how about telling me how to connect your own broker, CommSec in my case. That’s not clear.
Thanks
Ross

Ross

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Question asked 25/06/2022

Capital Notes

I hold 500 Capital Notes 2. How do I roll them over to Capital Notes 6?

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Question asked 25/06/2022

Does MM like the great dividend paying stocks like BHP & CBA?

Jamie

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Question asked 25/06/2022

Does MM like any US Health Care stocks?

I’ve noticed US Health Care has taken off – God knows why – are there any companies there that are a screaming buy? (I just bought IXJ and MRK). What do you think of the sector?

Arthur

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Question asked 25/06/2022

Does MM like Dalrymple Bay Infrastructure (DBI)?

Hi James,

Any recent thoughts on DBI ? Very high yield, but no one ever mentions it or recommends it. One is happy to keep coal miners, but not the guys who ship it ?

Thanks Filip

filip

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Question asked 25/06/2022

Does MM like the “Digital Infrastructure space”?

Hi James and Team, website 3.0 looks great and I can’t wait to spend some time sinking my teeth in.

I was wondering if you could provide an update on the digital infrastructure industry on the whole and in particular AMT and CCI. I am particularly keen to know if their leases are linked to CPI and how they should fare in a continuing high inflation environment.

Gogo the inflight WiFI business for private aviation is another company that has caught my eye, I was interested to know if you had any thoughts on the company and its potential. (General Advice Only)

Thanks in Advance.

Jack

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Question asked 25/06/2022

Does MM like Nickel Industries (NIC) moving forward?

Thanks for taking my question! Best regards,

NIC (Nickel Industries Ltd) share price has plunged by 36% since early March; whereas other Nickel names such as PAN and IGO have descended by 26% and 16% respectively in this time frame.

NIC is planning to become a top 10 global nickel producer; and is expected to almost triple production over the next several years. Having been concerned about counterparty risk at Tsingshan; but these concerns have dissipated.

Is NIC a good medium to long term investment?

Thanks

Peter P

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Question asked 25/06/2022

Why is BPT underperforming the oil price?

Why is BPT share price so weak consider the strength of oil prices?

Jimmy

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Question asked 25/06/2022

Who’s doing all the selling of stocks?

Hi

I note your recent comments that suggested that the market has reached a point where fear is starting to take over and this is feeding into the broad-based selling we’ve seen this last week or so

So my question is – who is actually doing all the selling? Is it people who’ve received a margin call from their lender or is it retail investors who are trying to retreat to cash at any price, or is it fund managers who are doing the same?

If the fund managers are fleeing to cash, then is it because they are hoping to pick up bargains later on or do they have investment mandates that they’re obliged to stick to? I would have thought that if anyone was experienced enough to just hang on and ride out these sorts of corrections then it would be the pro’s. I’m curious if you have any insights.

Cheers, Carl

Carl

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