Archives: Questions And Answers
Dear MM, thanks for all the great work. I was hoping to get your thoughts on EOL and SPZ. Both companies’ share prices have retreated. Is this just part of valuation concerns/AI disruption of the wider technology sector or specific to the companies. Would you consider current prices as reasonable entry points. Many thanks again, Mark
Good morning Market matters,
I generally don’t like buying stocks trending lower, but CNI look good value to me around $1.75. Am I missing something that the rest of the market is aware of? I would be happy to buy at these levels and top up if they fall further, but what are your thoughts on the stock as a longer term investment at these levels?
Chris G.
HI Team, Thanks for the daily podcasts and written reports. I realise I have missed the cut-off, but a quick one if you could fit it in. Just after your thoughts on the recently FDC IPO and listing yesterday. Many Thanks Jeremy
Hi Market Matters
Can I have your view on AOV – Amotiv.
Is this a stock to hold for yield? I’ve read it has been mispriced by the market and has a grossed up yield of 10%. Would you consider this for the income portfolio? If so at what price would you enter?
regards
Debbie
Okay, simple question,
I understand the maths when it comes to a strong US dollar and $USD-priced commodities in a global market. But when does demand trump the maths? (pardon the trump pun).
Comment on SDF please.
Crickey! I’m heavily invested in Asian ETFs, but on Friday 26th it dropped by 4.71%. This was pretty shocking for me, or is just life? It appears to be because of concerns about future demand for the demand of semiconductor, and other picks and shovels supporting the hyperscalers, AI and data centre development.
Resources (I’m writing this on Monday and also the EOFY, so we’ll see what the coming week brings. In your Webinar, Shawn implied that we commodity investors seem to think that in a bull market we expect our shares to go up every day. That’s a bit condescending. I have shares in Australian and North American companies in gold, silver, uranium and others. I expected volatility right from my first commodity buy in 2019. But this calendar year the majority of them are down anywhere from 20% to 65% and falling. Should I call that a pullback or a whopping big correction? I don’t see how that can possibly look like the beginning of a super cycle. What am I missing?
