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Archives: Questions And Answers

Should we hold XRO after its result?

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Hello do we hang on to our XRO holdings after todays results thank you.

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Does MM have a preference between CNI and NSR?

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Hi Market Matters
Looking to increase my Real Estate exposure. You hold both CNI and NSR in your portfolios. I hold GMG currently. If you had to pick one of these stocks to buy which one do you think has the best risk reward at the moment.
regards
Deb

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Newmont Corp. shares as the dual list

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Hello MM,
For those of us who did not sell our Newcrest shares, how do we determine the cost price of NEM shares please?
Cheers, Mick.

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Why did MM believe the RBA wouldnt hike rates this month?

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Hi Team,

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BHP, CIA,& RIO – Iron Ore

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Dear James, am interested to hear your views on Champion Iron as a leveraged play to the buzz on iron ore? Secondly – MM has put its weight in the Growth fund behind BHP, longer term I can see the point of this, however it is going through a lot of change – why is MM so bullish BHP rather than RIO, which has been through a lot of negativity in the past few years which it now seems to be coming out of positively – perhaps it has better upside in the shorter term? After all MM doesn’t just own one bank…

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Thoughts on PayPal (PYPL US)

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Hi Team!

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Origin Energy (ORG)

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Hi MM
Can you please explain how the revised Brookfield consortium offer of an additional 69c for each Origin share sits with the share price falling 60c today? The closing price today was $8.47 today while the offer is nominally $9.53. The offer looks like good value but I’m missing something… not sure what!
Thanks
Rob

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PLS: a buy at these levels?

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Hi Team, I know you are bullish PLS and have discussed interest in buying into weakness. Would you consider the current levels low enough to warrant interest. I’ve been watching PLS prices dipping for a while, and wonder if the ‘bottom’ is nigh. Thank you for your insights and informative commentary every day.

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Thoughts on IPD Group (IPG)

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H James,

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Allkem thoughts on risk/reward below $9.50

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Hi Team, I know recently you mentioned Allkem was likely to test $10 and you liked it in the $9.50 to $10 range. Now that it has dropped below that price and pretty quickly, what are your thoughts on the risk/reward for Allkem and other lithium producers like Pilbara at the moment?
Thanks, Dean

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