Archives: Questions And Answers
Hi gents
Have a question about your positive view on Meta.
Think late last week you expressed a view the stock was cheap.
However – when I read the most recent note from UBS (think you guys get their research) – I note there is very little EPS growth forecast over the next 3-4 years. Indeed I think EPS is forecast to go down a little bit over that period (FY30 below FY26). They also have a buy recommendation and state the shares offer good value – and their price target is based on paying 26x. Now if we look back over the past 5 years EPS doubled. And so did the share price. Fair enough. But looking forward – if EPS isnt growing – why should the share price – and why is 26x a reasonable multiple given the future appears dramatically softer than recent history?
Cheers
Dear MM, thanks for all the great work. I was hoping to get your thoughts on EOL and SPZ. Both companies’ share prices have retreated. Is this just part of valuation concerns/AI disruption of the wider technology sector or specific to the companies. Would you consider current prices as reasonable entry points. Many thanks again, Mark
Good morning Market matters,
I generally don’t like buying stocks trending lower, but CNI look good value to me around $1.75. Am I missing something that the rest of the market is aware of? I would be happy to buy at these levels and top up if they fall further, but what are your thoughts on the stock as a longer term investment at these levels?
Chris G.
HI Team, Thanks for the daily podcasts and written reports. I realise I have missed the cut-off, but a quick one if you could fit it in. Just after your thoughts on the recently FDC IPO and listing yesterday. Many Thanks Jeremy
Hi Market Matters
Can I have your view on AOV – Amotiv.
Is this a stock to hold for yield? I’ve read it has been mispriced by the market and has a grossed up yield of 10%. Would you consider this for the income portfolio? If so at what price would you enter?
regards
Debbie
Okay, simple question,
I understand the maths when it comes to a strong US dollar and $USD-priced commodities in a global market. But when does demand trump the maths? (pardon the trump pun).
Comment on SDF please.
Crickey! I’m heavily invested in Asian ETFs, but on Friday 26th it dropped by 4.71%. This was pretty shocking for me, or is just life? It appears to be because of concerns about future demand for the demand of semiconductor, and other picks and shovels supporting the hyperscalers, AI and data centre development.
