Archives: Questions And Answers
Hi Market Matters Team
For those who held on to RMD – Would you continue to hold? – Do you see further upside to RMD? – Or do you recommend switching to CSL. At what price is CSL a buy?
regards
Debbie
The three biggest listed coys in this field are:
Hi Team
At what price would the Global X Copper Miners ETF (WIRE) be good risk reward?
regards
Deb
Hi Team,
Keen to get your opinion on Leo Lithium. Their shares have been suspended for a while now but it looks like they could be reinstated soon with the sale of their Goulamina project to Ganfeng for a share price equivalent of $0.43. They will be cashed up but without a project. I doubt you would be actively looking at adding these to a MM portfolio but would value your views on whether there would be any point in an existing shareholder keeping these shares when they are reinstated? I don’t see a catalyst now for a share price increase and the investment might be better moved into Pilbara or a bit riskier Arcadium.
Hey James and Team
Love your ongoing commentary and I have just renewed my subscription for 2 years
The Market clearly did not like the update and their strategy and the price is in a downtrend falling below all the major moving averages and breaking below a support level
I have read your take and I understand that MM is comfortable to hold – for income purposes
The management of TLS continually disappoints and with so many other opportunities in the market (with similar dividend yield and better growth prospects ) I am inclined to sell
I would appreciate your view
I understand this will be General Advice only
Thanks
David
Dear James, Do you believe that now is a good time for MM to invest in asian shares ? If so, do you have a preference amongst ETFs IAA, ASIA or IEM ? many thanks John.
Appreciate your thoughts on Telstra. The share price over the past 6 months has gone backwards. Currently yielding 4.8%, plus a fully frank dividend. CEO stated that expenses would be higher during current half year. Most analysts rate stock a buy. Noticed MM has same on hit list for quite some time
Regards John
From what started as a relatively small investment has developed into being what is closest to me to being a ten bagger for me in non-mining areas. There does not seem to have been extensive coverage of GTK here and while I have some knowledge of their activities lack of further reading makes me a little cautious
Thank you for a very useful webinar covering the macroeconomics and individual stocks. Your comments are helpful as always.
However, there is a segment of the stocks that has not been touched for a while.
Do you have a positive view on the tourism industry with the travelling seemingly increasing but airlines are discounting airfares?
What about individual stocks related to tourism, like HLO, WEB, & QAN etc.
Kind regards
Gregory
