Archives: Questions And Answers
Happy New Year Market Matters
Congratulations on your strong 2023 portfolio performance and keep up the great work!
Both Lynas and Iluka are trading at very low price points – do they represent good value or are they too risky at this point in time. Does MM favour one over the other?
Thanks and regards
Rob
Hi team,
Welcome back. Probably not the only crypto question following the break but appreciate your thoughts on Bitcoin and US ETFs. Where do you sit on this one?
Thanks. Jeff
Just wanted to get your thoughts on JB Hifi and its sky-high share price at the moment. Is this stock going to hit headwinds soon and if you owned it would you jump out now and wait for buying opportunities?
The distribution of Genesis shares occurred in July yet we have still not been advised of the ATO ruling re cost base for those shares. What is a reasonable time for an ATO ruling to occur and why should it take so long?
Hi Team , my understanding is if a company wants to make a full takeover offer they have to own more than 20% of the company ? Why has MIN upped it’s stake to 24% but doesn’t have to take a full takeover of DLI ?
Cheers Craig
Hi James
Thank you for helping us through a volatile year in 2023.
You have a number of Bank Hybrids in the Income Portfolio .
Could you advise what is your strategy for Buy and Sell?
Apart from Buying the issue @ $100.00, what indicators do you rely on?
Are you intending to hold to First Call date?
When would be the ideal time to Sell as the Market Price declines as duration approaches First Call date and Maturity
What factors would cause a Sell?
Hi James and Team
Can I have your current view on Iron Ore.
It has fallen back since early Jan when the likes of RIO, FMG and BHP reached all time highs. I know a lot of this is determined by China. However do you feel leading into Feb and their dividends they will rally back to all time highs?
regards
Deb
Hi guys, Thanks again for the work which goes into the reports and research every day. Not sure if you’ll be doing the Q & A this Saturday but it’s not a time related question anyway.
When doing technical analysis, what and how do you use/do?
I’ve been trading for around 10 years now, but still like to listen to others to learn and improve. Myself, I use support/resistance, EMA’s, trendlines and Fib levels to identify areas of interest and price action for entry / exit; of course with a fundamental reason.
Greetings, Happy New Year and a thank you for all your work.
I have yet to own BHP but would really love to. I am just wondering where you think the share price may be going for the rest of 2024.
Thx so much, Bob
