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Archives: Questions And Answers

DroneShield (DRO) and Catapult (CAT)

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Good morning, James & team,

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Axon Enterprise (AXO US), Meta Platforms (META US), Coinbase Global (COIN US), and TKO Group Holdings (TKO US)

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What are your thoughts for medium to long term shareholders on Axon, Meta and Coin in light of the pullback?

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DroneShield (DRO), Electro Optic Systems (EOS), Cash (AAA) & James Hardie (JHX)

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Hi Team,

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US Natural Gas.

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Hi guys,
Can you give your thoughts on U.S. natural gas, it’s ripped higher, lately. Obviously seasonal demands pick up now, along with world issues but I thought this was largely inverted with oil prices and there’s not really been any surprises to change the supply outlook as far as I’m aware.
Regards, Simon

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How to construct a portfolio post a correction.

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Thanks James and Team,

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Simandou and Carma (CMA)

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Dear James and Shawn

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Catapult Sports Ltd (CAT)

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Hi Market Matters Team
What’s your view on CAT – You trimmed your exposure back to 4% on 27/10 – the SPP at $6.68 closed 5/11. The share price has fallen to low of $6.10 this morning. Trading around $6.20.
For those who do not hold CAT – at what price would you consider CAT a buy? or has the opportunity been missed at this price?
regards
Debbie

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GQG Partners Inc (GQG) and Perpetual Ltd (PPT)

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Hi James,

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Macquarie Group (MQG) and ANZ Group (ANZ)

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I’m a long-time holder of ANZ and was thinking of selling these and buying into Macquarie Bank. I would be grateful for your thoughts on these two banks.

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WiseTech (WTC)

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Hi MM,
For people without WTC exposure, do you think now is a good time to buy? With the recent ASIC office raid, I would have thought it’s premature to invest given the potential for further fallout as a result of the investigation.
Regards,
Peter

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