Archives: Questions And Answers
I have 35% of my portfolio in US stocks and base currency is AUD. Given your best guess is AUD up and USD down are there any strategies that minimise FX loss.
Hi James and Team
Chrysos Ltd (C79) closed at $5.74 a further 12.37% today.
You wrote this morning prior to market opening-“Weakness in one quarter hasn’t impacted our long-term view of Chrysos. We currently hold a 4% weighting, sitting on a small ~2% paper loss. We would consider adding to this position if the weakness extends”
If you don’t hold C79 would you buy now or wait for further weakness? At what price will you consider adding to your position?
regards
Debbie
Hi James and Team,
Hi MM,
I sent in two queries about some stock I am following. I understood these questions are answered on Saturdays?? How do I find your reply to these queries I sent in??
Greg Bramley
ps. I have been moved over to Market Matters from StockSpecialist by your company. I am unsure whether I have full membership entitlements such as these questions I asked.
Hi Jmaes & MM team,
Hi team.
Thanks for continuing high value comments and clear communication.
Brambles came out with Qtrly report which failed to inspire the Mkt mainly due Forecasts.
So they’re getting higher prices, better value but customers while doing inventory minimising are reducing there pallet stocking needs.
Do you think this is an overreaction by the Mkt as inventories will rise again and volume growth for BXB will follow?
It seems that forecasts are being made even more important these days (rather than results).
Thx Glenn
The Uranium sector seems to have gone into hibernation despite the obvious global supply/demand situation. What are your views on the near-term potential for ASX-listed uranium stocks?
Hi James, Being a member with MM provides me daily a true concise insight for my own investing trading journey. Thank you.
I have been following AIC Mines (A1M) for some time now. I missed the boat when SFR was a great risk / reward buy. What are your thoughts regarding A1M now after its Stella run over the past few weeks?
