Archives: Questions And Answers

Does MM prefer DRR or DTL?

February 10th, 2023 by

what are your thoughts on DRR it was down 10.65 % today if you could only buy one would you buy this, or DTL ?

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How do ETF’s work currency wise?

February 10th, 2023 by

I have always found foreign currency very confusing. Using Beta ETF’s can you explain in simple terms when you would choose between NDQ and HNDQ and why particularly as both are expressed in A$’s but the underlying investments are US$’s

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If Newmont’s bid for NCM is successful how do I cash in?

February 10th, 2023 by

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

February 10th, 2023 by

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?

February 4th, 2023 by

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?

February 4th, 2023 by Harry Watt

Hi Market Matters,

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

February 4th, 2023 by

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?

February 4th, 2023 by

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