Archives: Questions And Answers
Kapstream are out there marketing their Investment Trust, targeting 3.5% over swap. Any thoughts on the offer pls…
Cheers
To the MM Team,
Firstly congratulations on the recent performance of your Growth fund. From a not so great H1-25 to a very good last 7 months. Shows the benefits of patience.
My question relates to Income stocks. I would like your view on SDF. Seems like the stock has good fundamentals but was punished on AI and Governance issues.
Secondly, REIT’s have generally had a tough 4-6 months, which is understandable. Do you have any interest in getting back into REIT’s for your Income fund. If so which REIT’s interest you?
Keep up the great work,
Charles
Hi MM,
With reporting season underway, companies that miss expectations are being severely hammered. Do you have your eye on any beaten up growth/income stocks that could turn around quite quickly?
Cheers Peter
Hi James,
I would appreciate your view on Whitehaven Coal given its recent result. The market has continue to sell it off, despite being an inline result. Are there concerns with the result or just a case of it having run up in the months leading in to the result and some profit taking?
Regards
Andrew
Hi Market Matters Team
Can I have your current view on Capstone Copper?
Would you be buying CSC for copper exposure? If so at what price?
Emeco reported yesterday and came off around 9% – where do you see EHL trading ? Would you continue to hold?
regards
Deb
Looking at the currency environment, would you be looking to hedge ETF / fund exposure where possible given the AUD looking more likely to appreciate against USD in the short to medium turn? Unhedged could more or less offset and capital appreciation from underlying investments.
Hi Guys, I would be interested in your thoughts on Chrysos Corp (C79) with mining rolling along I imagine there would be demand for their services? Liking your work,
Cheers, Mick.
Hi
Would be interested in your views regarding this stock. Bell recently has it as a buy.
This stock particularly peaked my interest as I know there is a lot of research in this area.
From a personal note, we have had direct exposure to this horrendous disease.
So emotion aside CHS could have huge upside.
Lots of commentary naturally on CSL after their half yearly release. My question is focused on how MM views the Board and senior mgmt capabilities given that after only a few years of acquiring Vifor (a massive acquisition price play) because – surprise surprise many of Vifor patents expired and gosh – competitors were able to release competitive products quickly.
How in heck could CSL Board not be aware of either patents expiring AND the capabilities of their competitors? So – if Mgmt is seemingly this incompetent with shareholders money should not MM cut and run with existing investment?
Apologies for being so negative (I am not a shareholder)
David
