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Archives: Questions And Answers

Why has Bendigo (BEN) outperformed Bank of Queensland (BOQ)?

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Hi James & Team
What’s your view on the Regional Banks.
Frustratingly sold BEN in late Sept 22 ($8.02). Most views were to sell the regionals but BEN has since gone up 26% to $10.20 today. ANZ in that same period up 11%.
MMatters sold BOQ in August 2022 around $7.35 now $7.30 . Why has BEN gone up and BOQ remains unchanged? Is there any risk reward in BOQ??
regards
Debbie

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Does MM still like the coal price and coal stocks?

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1) You have written recently about coal. However, if I’m not mistaken, the coal price decreased significantly since your last comments – currently USD$262 per tonne if the source I am looking at it is accurate (?).

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Thoughts on coal stocks into current weakness?

by Harry Watt

Hi Market Matters,

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Does MM like the 4 Big Banks (CBA,NAB,ANZ,WBC) into current strength?

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Hi James and Team
With CBA reaching new highs over $110 and Jan/Feb usually being good for the Banking sector would you be selling/reducing your exposure in NAB,ANZ & WBC?
As CBA is the only bank to pay a dividend in Feb I would like to hold for the dividend income but do you see the Banks holding up into March/APR?
regards

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What are MM thinking on iron ore names FMG, BHP and RIO?

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Hi James and Team
Dividends are looming in Feb/Mar for FMG, RIO and BHP.
All stocks have had a great run up from Nov to Jan 2023.
Would Market Matters be selling into this strength or wait for the dividend income from these stocks? What is your view on the iron ore prices? Will it support these stocks after the dividend payments?
regards

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Why sell Macquarie (MQG) it looks good?

by Shawn Hickman

Hi James,

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Does MM like the Emerging Markets through 2023?

by Harry Watt

Dear James,

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Does MM like the FANG ETF into current strength?

by

What are your thoughts on buying the ASX listed FANG ETF at the moment? It has had a strong YTD performance, but still down 25% on a one year basis. I thought with inflation and interest rates close to peaking, this could be positive for this group. Thanks

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Does MM like IPL under $3.50?

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G’day Team
Incitec Pivot Ltd has dropped below MM’s interest level around $3.50. Request your thoughts on IPL around this $3.44 level or scale in to see if it approaches previous low’s. My interest is the div return and possibility of the split that may prove beneficial given the drive for more resources and the need for explosives.

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What are MM’s thoughts on Antipa Minerals Limited (AZY)

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Hi James,

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