Archives: Questions And Answers
Looking for your thoughts on Salesforce. It is trading at its lowest PE multiple for as long as one can remember. What are your views on their AgentForce module released in the past 12 months or so. Does this drive the next leg of revenue and margin growth moving forward? Revenue growth is somewhat lacklustre at cords 9%, but EPS growth north of 20%.
Hi MM,
Hey James and Team
Hi Market Matters Team
Could I have your view on Fenix Resources.
FEX announced it has secured a 290MT Weld Range Iron Ore project recently. The share price has moved about 20%. What price target can you see FEX reaching?
Also, Service Stream announced it has secured a Defense base services contract yesterday and rose 16%. I’ve held SSM for a while now looking to sell. Would you be holding or looking to buy now or take this news and improved share price to sell out
regards
Debbie
After a trading halt on 17 April, PEN is trading again after announcing an equity raise @30c on 22 Aug. The institutional offer is now complete and the retail offer at 1:1 closes on Tuesday 29 Sept. I note from your comments in Q&A last week that MM has no interest in PEN, however, if you held the stock, would you consider participating. It has been trading 10 to 20% above the offer price early in the week. My concern is the discount to the last traded price before the holt is >50%.
Love your work and value your opinions.
Hello Esteemed Team,
Which of your current Active Income Portfolio stocks would you buy right now from scratch and why?
If the US$ heads lower, investors will look to other markets for returns. The price of emerging markets ETFs have increased recently. What is your view of these ETFs, eg EMKT? I note your core portfolio does not have any.
Hello again Gents,
I do love these Q&As – always very informative.
So, let’s assume that a US recession is inevitable and let’s assume that you’re too old and tired to sit it out and wait for the recovery.
What sectors do you exit from and what, if any, are worth holding?
Let’s also assume that you’re heavily invested in commodities like gold, silver, platinum and uranium and you’re staring down the barrel of the recession, but also a failing $US – a contra-indication?
Please hypotheticalise (my new word) away.
Thanks as always.
