Archives: Questions And Answers
Please tell me if I’ve got this straight because I am still concerned despite your reassurances:
US Govt debt is $38 Trillion. Interest on the debt is $1.22 Trillion.
Trump’s Tariff revenue (which he states is paying down the debt) is a mere $200 Billion.
Even if it reaches his projected $1 Trillion it won’t even cover the interest.
Yet rumours are that he intends to print $4.5 Trillion.
And he is also toying with handing out $1,000 – $2,000 ‘dividends’ to everyone.
Is this as ludicrous a fiscal scenario as I think it is and where else could the US economy end up but in recession and wouldn’t we follow?
I would like your opinion on the following shares – ABX, NXM and AAJ. Thanks Ray
Is it time to enter Wisetech ? Pro and Con ? “We continue to believe WTC is a world-class business, and we will consider averaging our position around the $90 area.”
Private Credit
Dear James and Team
Hi James
Thoughts on Japan and Japan facing ETFs. Enjoying the reports, always look forward to the Weekend Q & A
Cheers
Phil
Good morning MM team,
My question was prompted by your interesting report on Thursday regarding AI investing. What is your opinion of WBT, the only independent supplier of ReRam, a form of NVM that doesn’t require any rare earth materials. After some significant recent successes, Weebits share price has appreciated quickly from its low in April, although still below its high of $8.69 in March 2023 even before it had revenues.
Hi James & Team
RPM Global have entered into a scheme implementation deed with Caterpillar -Under the terms of the Scheme, RPM shareholders will be entitled to receive $5.00 cash per share.
The Share price has steadily remained around $4.87. Do you expect the scheme will be implemented and when? Is there any chance of a competing bid? Will MMatters be holding RUL until the scheme is completed or would you take what’s on offer now?
and employ these funds elsewhere.
regards
Debbie
I would like to have your opinions on 2 companies, please.
Yancoal (YAL) and Fenix (FEX). Both companies are majority owned by Chinese interests and both are mines, although one is coal, the other is iron ore. That is where the similarities end.
FEX has a wonderful chart (bottom left – top right), pays practically no dividends and trades on an eye watering P/E of 84!
YAN on the other hand has a chart going nowhere, but has a dividend yield of 9.9%, on a P/E of 7.85!
In your opinion, which one of these 2 (if any) is the better investment?
Best regards,
John
