Archives: Questions And Answers
Hi team, always enjoy your articles my question is it seems a new wave of AI investing has begun as investors shift their focus from the tech companies building artificial intelligence to traditional, everyday businesses using the technology to improve efficiency and profits. While the initial boom in tech infrastructure and chip manufacturing slows down due to high valuations, attention appears to be moving toward sectors like banking, healthcare, and manufacturing that turn AI tools into real financial gains. Do you subscribe to this view and if so which companies could benefit?. For the record I don’t believe the AI cycle is done but the capex spend is starting to wobble the market. Steve
Hi Guys, thanks for your comments on such a variety of matters. I have been a holder of FID for a few years and benefited from rising dividends now 6.4% and 100% franked, yet the share price has tanked a bit. Has it bottomed out and what is your overall assessment?
Thanks for your overall contribution to my investing.
QUESTION
I was a long term holder of Westfield. When the sale /transfer of shares was offered, I elected to retain a good number in UNIBAIL RODAMCO
My shares are now listed on Paris exchange. Please tell me what you can about Unibail recent and likely future performance
LEONARD LLOYD (LLOYDS OF WAHROONGA SUPER FUND)
Dear Market Matters Team,
Hi Gents,
I started investing in 2009 and I believe that the investing landscape has changed dramatically since then. Looking back, there were many shares that I held for a good number of years for nice gains. But, I’m not as keen to do that any more. Some examples, not my stocks:
CSL – peaked above $300 and fell below $100.
RMD – back to where it was 5 years ago.
WTC – below what it was 5 years ago.
XRO – less than half what it was 5 years ago.
(I’ve only bought CSL, but that was back in 2009 for $31.30)
You know there are many more. Buy and hold just doesn’t cut it any more, but I don’t want to be trading all the time either.
What are the main sell signals you look for, the reliable ones?
Thank you.
Good afternoon, Bought CIA some time ago and ever since it has been on a downward spiral. Do not believe its last financials reported well, and price of iron ore has had an impact, but what is your opinion of the stock moving forward? The stock price has continued to slide without any sign it has bottomed. Interested in your thoughts on the company and performance. Regards, Peter
Hi James and Team
Can I have your current view on CAR Group.
The share price has fallen over the past year on concerns about what AI means for online marketplaces.
The CEO today pushed back on AI disruption fears saying that AI is an opportunity rather than a threat to its marketplaces.
“AI models are unlikely to bypass CAR Group, citing a direct audience of more than 52 million monthly users, live dealer inventory and two decades of proprietary sales and pricing data” Do you agree with this? Do you expect the market to re-rate CAR Group anytime soon?
regards
Debbie
With the Q3 Update expected in early November, could you provide an opinion on Life 360 and its current share price?
Hi there James.
How are you presently viewing your investment in DN1?
