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Archives: Questions And Answers

What is MM’s updated price target for CBA?

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Hi James and M&M,

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Is Regal Partners Limited (RPL) worth a punt?

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Hi guys,
The RPL share price is seeing all time lows, is it worth a punt in your expert opinion?

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Thoughts please on Universal Store (UNI)?

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Hi guys
Your thoughts on Universal Store Ltd (UNI) – a no. Of directors have been buying shares and they reported well and have a div of around 7%
Thanks
Tony

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Abacus / Storage King split – which bit is the most valuable?

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Hi

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What Matters Today Podcast on Spotify?

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Hi team!

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MM’s updated views on RHC please

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Hi MM,

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Is there an ETF to hedge against a falling $US?

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Hi James
Is there an ASX listed ETF that can be used to hedge the international equities portfolio against a rising AUD?
Many thanks
Alex

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Updated view on RIO, BHP & FMG please.

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Hi James and Team
Can I please have your current view on the Iron Ore Stocks – Rio, BHP and FMG. Once again there is talk of more economic support coming out of China. If you were holders of RIO and FMG how would you be playing these stocks? How long do you see Iron Ore being supported by any new measures out of China ?
regards

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Does MM like currently PMV, LOV &/or SUL?

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Hi James
What’s your latest thoughts on these consumer discretionary
stocks – Premier Investments, Lovisa and Super Retail?
regards
Debbie

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Thoughts on QBE & bank hybrids please

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Hi James and Co.
Just wondering whether you could make comment on QBE I notice today (Thursday) that QBE has dropped 2% on a very strong day on the market ..presumably as a result of the US news that inflation is dropping and short term bonds rates are set to reduce ..your website shows consensus price targets significantly higher than current price for QBE but I wonder whether the prospects have now changed for QBE and it may be time to exit.
On a similar theme I wonder whether you might be able to give an update on your thoughts on bank hybrids ..if indeed we are about to see bond rates drop what is the prospects for hybrids going forward ..is it a good time to think about lightening ?
As a general comment I did note recently in discussing the income portfolio you acknowledged the role of hybrids in balancing out the down performance of some other holdings but have noticed that in general the hybrids don’t attract much commentary from you in your reports..would love to hear more ongoing commentary on how you are viewing the hybrids as part of the income portfolio discussions ie what their prospects are in the (current and) changing share market outlook.
Many Thanks Don

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