Archives: Questions And Answers
Hi guys, sorry for the repeat questions; I have an ASX200 position and looking for a nice exit.
Have tonight reread all the questions and answers on MMS and SIQ along with the Stock Report on MMS which has produced a two part question please.
1. With SIQ winning the SA Government contract from 1 July next year we have seen its share price bounce, why then is there no significant movement down in MMS shares but do note that they is in a slight downtrend anyway in recent days.
2. In regard to the MMS Share Report it has me perplexed. Firstly SIQ is not a peer company and secondly the overall score is 9 yet fundamentals is only a 4. Perhaps we need a webinar on how to understand these reports especially for old blokes like me.
Loving Market Matters and the ability to ask questions. Regards Geoff
Dear James and Shawn
Hi MM team,
If the Goldilocks scenario occurs in 2024 – interest rates drop but the economy avoids recession, I’m wondering, in rough percentage terms, how much appreciation is left in real estate stock prices? Stocks I’m thinking of are the stocks in the MM portfolios, CNI, DXS, LLC, NSR.
Hi James and M&M, do you see CBA stock price going higher or lower in 2024, and is there a target price you intend on selling CBA in the Active income portfolio? Thank you
Hi Market Matters Team
Can I have your latest view on Treasury Wine.
Post the acquisition of DAOU Vineyards and Equity Raising
“Entitlements not taken up by institutional shareholders were sold and cleared in the Institutional shortfall bookbuild at A$11.50 per New Share, which was A$0.70 per New Share above the Offer Price” – While the Retail Shortfall Bookbuild did not clear at the offer price of $10.80 per New Share. This fall in share price was an opportunity to buy TWE and with the Institutional bookbuild sold at $11.50 – it looked like the shares would trade above the $10.80.
regards
Deb
Hi James and Team
Your current view please on the Iron Ore names – especially RIO and FMG – FMG has reached a new high and RIO is closing in on it’s all time high. How much higher do you feel they can go? – Will we be able to hold for their Feb/March dividend and hold on to the gains or do we sell or lighten leading up to reporting and dividend payout.?? How bullish are you?
regards
Debbie
