Archives: Questions And Answers
G’day team,
Good Morning Gents,
You include Broker Moves in your Match Out reports. I find some of them to be quite surprising, to say the least. Do you know what their time horizon is for these recommendations?
What is your valuation for DRO & NGI? and are DRO & NGI still investable at present value? thanks Sidney
Hi Shawn, do you have an updated view on Worley? They seem to have fallen over the past few months but all news seems to have been good. Thoughts?
Hi Market Matters
What’s your latest view on WEB?
Would you be investing in the travel space at the moment?
regards
Deb
Hi James & Team
Markets have been mainly focused on the Middle East conflict recently but what is the latest news in regards to Trumps Tariffs. When does the pause on Tariffs between the US & China expire? Is it 12th August? Do you expect an agreement between the US and China before this date? Also what is the US Tariff situation with the EU and the rest of the World? Was there a separate 90 day Tariff reprieve to 9th July? Is this impending tariff deadline priced into markets? How big a concern is Trumps trade & Tariff policies currently? Are Markets expecting agreements will be made?
regards
Debbie
PWH looks like a high quality business going through a rough patch. The share price has fallen significantly and the value proposition appears compelling. What do you think?
Hi Guys,
To the MM Team,
