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What are your thoughts on NIC (Nickel Industries) and SYR (Syrah Resources)?

by

Thanks a lot for taking this question.

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What is MM’s current outlook on the AUD v USD?

by Vanessa Chin

I am interested in what view Market Matters has on what the USD will do over the coming 12 months particularly in comparison to the AUD?

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What’s MM current view on the BIG 4 Banks (ANZ, CBA, NAB, and WBC)?

by

Hi James and Teams
Can I have your current view on the 4 Big banks.
Market Matters hold CBA and NAB in your Income portfolio and ANZ and NAB in your growth portfolio. ANZ, NAB and WBC will be reporting in May. The Banks have all weakened since CBA reported in Feb followed by the Silicon Valley Bank collapse etc. Will you be holding for the dividends for income or look to selling if the Banks rally into the reporting.
regards
Debbie

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Thoughts on why IPL keeps falling?

by Shawn Hickman

IPL have said they are planning to separate into two businesses. Normally this would create value. One often sees share prices rise ahead of these decisions but IPL’s share price is dropping.
On a PE of 6.6 with a fully franked dividend yield of 7.4% according to Commsec it looks cheap. What’s the story here?
I’ve also noticed their 2022 earnings and return on equity were inconsistently high compared to previous years. Does this have something to do with the situation?

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Thoughts on DGL Group (DGL)?

by

Hi,

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Does MM like National Electric Vehicle Strategy – Infrastructure play IPD Group?

by

Hello James, Shawn & MM Team.

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What are MM’s favourite dividend stocks?

by

Hi James and Team,
I was wondering if you could provide a short list ( say 6-10) of the best and or highest dividend paying companies in your view, excluding the banks and the major mining companys.
Thanks Alan

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What are your thoughts on Hyperion global growth companies fund (HYGG)?

by

Firstly, you are doing nothing but good work.

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Thoughts towards MCR & WHC following recent news/moves?

by

Hi James

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Does Seven Group’s debt level underwhelm the investment case?

by

Hello MM team,
Thanks for always responding to my questions, and providing useful insights.
Seven Group surprised the market with a better than expected half year report. This conglomerate is highly dependent on economic cycles, but in building an investment case, it is its current debt level that worries me more.
What’s your view on this stock?
Thanks,
Angela

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