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Archives: Questions And Answers

James Hardie (JHX)

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Hey guys, If you weren’t in JHX do you think you’d be nibbling with this sell off? What are you planning on doing with your holding?
Cheers
Josh

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View of Bell Financial Group Ltd (BFG)

by Vanessa Chin

Hi Team,

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Risks in investing in ETFs

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Hi James & Shawn.
Dumb question I’m sure, but what is the risk of losing money if the ETF provider (Betashares/Vanguard etc) gets into trouble or goes broke? If I buy into an ETF what do I actually own?
Regards Jeremy

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Newmont Corp-CDI (NEM)

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Hi James and M&M, Newmont (NEM) is currenlty at $109.03 and is almost reaching its 52-week high of $110.66. You have stated in your report that, Gold: We can see the precious metal making new highs this year, but most local names are likely to fail to make new 2025 highs.
Do you see any more upside to Newmont this year or will it fail to make new 2025 highs? Thank you, love your work.

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Gold Road Resources Ltd (GOR)

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Hi Guy`s

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School cyber security Qoria Ltd (QOR)

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Qoria (QOR) seems to be a growing cyber security software company specialising in school security. It continued very good growth last qtr & seems ready to turn a profit. Share price jumped after last qtr results. It’s emerging in an important space.
Can you add more info to their emerging story, what are their prospects for growth & profit and where is their competition?
Really appreciate your views on the IT space in Australia where we might be able to find some niche markets.

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Revolution Private credit Income Trust (REV)

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Hi Team,
Enjoy your weekly Q&A session.
Please may I have your opinion on the new prospectus of Revolution Private credit Income trust with return of RBA cash rate plus 4%. Is that good enough with the risk the type of investments it carries.
Keep up the good work
John

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US Tech

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Does MM have a position on US tech in the current market and which companies are most likely to benefit from the 4th industrial revolution in AI? I’ve been watching Salesforce CRM and Service NOW for some time, waiting for the right entry point. Both have dropped over 15%, but I’m nervous about the timing as valuations are still high. I recently sold out of Snowflake at $220 and it’s since dropped over 15% as well.

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Amcor (AMC)

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Hi always enjoy your daily updates, Amcor slid 9.7% after fourth-quarter EBIT missed expectations on supposedly weaker North American volumes, with full-year earnings also slightly below forecasts. Seems oversold, can you please give me your view on this stock, I have this stock in my watch list and am wondering whether the current price $13.33 is a reasonable entry point?.

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Fortescue Ltd (FMG)

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Hi guys
Your thoughts on fmg and as they are reporting soon do you have any idea of what the dividend is expected to be
Thanks
Tony

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