Archives: Questions And Answers
Can I get your thoughts on the upcoming voluntary delisting of URW. As a CDI holder we have been given information on the Delisting process and 4 Options available to us.
What is the reason that you have SXE on your Emerging Companies hit list and not IPG? Are these companies similar and if not, what are the reasons for your preferring SXE?
Hello MM Team,
I have heard several commentator say in the past: “Buy BHP under $40 and sell at $50”. BHP is in a down trend since January 2024 and has been under $40 since March this year. In your opinion does this advice still holds?
What value should be put on price targets and recommendation from brokers when there is so much discrepancy. For example on Thursday dominos pizzas (DMP) had 8 broker ‘recommendations’ ranging from
Hi Market Matters,
Interested in your view on defence ETFs including ARMR, DFND and DTEC, maybe there are others.
They have had a good 2025, do you think they will continue to perform with the defence spending that is getting committed by various countries.
Adrian
Hello,
I know this is too late for this week but would like your updated opinion on RDX for next week. The only comment you have made was when it IPO’d in 2023 and it seemed your opinion was positive. So I am wondering why there has been no further follow up on this?
Good Afternoon,
I hope I’m not too late. Another general question if I may.
“Trump’s ‘Big Beautiful Bill’ could trigger most inflationary era in half a century. The United States is careening toward what may be the most inflationary policy era in over 50 years, writes Nigel Green.”
Are the markets getting it wrong or the analysts? I think I’m getting some of Trumps “yips”.
Thanks James in advance for your input to my queries.
Dear MM,
