Archives: Questions And Answers
Good afternoon MM team,
Dear Team,
Hi,
thank you for your help with getting through the market.
Hi guys, Could you please try to summarise what and why Japan is doing / thinking about with their rates and bonds. It seems like for the last few years I’ve been seeing the same headlines, in that they are waiting to increase rates and cut bond buying. Can you throw some light on what they’re waiting for or what they are getting forced into. How much U.S. debt do they hold and if they do adjust, how much impact will it have? Last year there was a big reaction; however, if everyone is expecting it, would it most be priced in?
Regards, Simon
GQG does not appear to be on your radar for the Income Portfolio. Is it worth looking at now that it is trading under $2.00 & the last FUM update was positive? Thanks
Hi Market Matters
LNW & SXE are on your Emerging Co’s Portfolio. When are you likely to Hit Buy – at what price?
Also today AIC Mines have announced an equity raise.
Will you be participating in the SPP?
regards
Debbie
Hello James and Team,
Hi there
I’m doing a bit of tax loss selling and also slowly reducing my holdings in discount broker Bell Direct (because their app is terrible). Anyway, today I tried to sell KGL “at market” / “market to limit” and the order keeps getting rejected due to “price discovery”. Do you know what this means?
Sorry if this question is after the deadline. I am in Bali so 2 hours behind.
Thanks
John
Having exited CRN this week is this a stock you may re buy given your views on coal? Also with most of the REIT’s paying dividends as at 30 June what are your current thoughts on REIT’s in general but in particular DXS & CNI that have not really moved. Buying them pre 30 June would take the return to almost 10%. Thanks
Looking for your thoughts on Uber and Intuitive Surgical, particularly at current prices are they appealing for the medium to long term?
