Archives: Questions And Answers
Dear Team, Any reason why COG has been dropping over the last several months? Can you see the light at the end of the tunnel? Have you got an entry price into the stock in mind? Thanks
Hi Team,
Hi James and Team
Your current view on Nick Scali, JB HI-FI & Lovisa.
With higher inflation and higher interest rates expected
how do you see the consumer discretionary stocks to perform?
I know you hold Nick Scali & JBH in your portfolios. You would expect this sector would be where consumers would hold off spending. Would you hold off buying in this sector? In particular I’ve never gotten set to buy NCK – what price would you pay now?
regards
Debbie
My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing?
Regards Ray
Hi James and team,
This time I’d like to know your view on the rare earth space, and more specifically on ARU.
Do you prefer it over LYC?
From your perspective what would be a good entry level to any of them?
After not receiving communication of any kind from Bowen Coal Administrators since the company was suspended on the ASX last July. I received a 1 page letter today, which I think says my shares are being given away to Argo.
Hi Guys,
The great paradox of my portfolio is if you think that the Magnificent Seven and tec in general is going higher should we be keeping GQG ? and while I hold PNI if the market moves higher is it a good buy and those holding should top up?
Hi Market Matters Team
In Tuesday’s morning report – Stocks With Plenty to Gain From AI Cost Savings with the major banks already well down this path. you wrote “We can see the ASX banks pushing to new highs through 2026 with ANZ and Westpac remaining our preferred picks. MM is bullish towards the Australian Banks” However Tues Westpac flagged Middle East conflict impacts which saw the Banking sector lower for the rest of the week. Do you expect the other Banks will also be impacted? Are you still bullish the Banks ?
regards
Debbie
In your opinion what is the best bank hybrids currently around at the moment for yield