Archives: Questions And Answers
Does MM have a position on US tech in the current market and which companies are most likely to benefit from the 4th industrial revolution in AI? I’ve been watching Salesforce CRM and Service NOW for some time, waiting for the right entry point. Both have dropped over 15%, but I’m nervous about the timing as valuations are still high. I recently sold out of Snowflake at $220 and it’s since dropped over 15% as well.
Hi always enjoy your daily updates, Amcor slid 9.7% after fourth-quarter EBIT missed expectations on supposedly weaker North American volumes, with full-year earnings also slightly below forecasts. Seems oversold, can you please give me your view on this stock, I have this stock in my watch list and am wondering whether the current price $13.33 is a reasonable entry point?.
Hi guys
Your thoughts on fmg and as they are reporting soon do you have any idea of what the dividend is expected to be
Thanks
Tony
Hi MM team.
It seems everyone is doing it. So many companies appear to be including buybacks in their annual announcements. I believe I understand the arithmetic involved in polishing up various ratios but it’s becoming extreme.
Why not pay more in dividends or special dividends?
I wonder if it’s more about improving kpi’s for CEO bonuses.
I’d appreciate your thoughts about this current buyback trend. Hopefully you’ve heard some useful ‘stories’ from the company briefings.
Many thanks
Glenn
Hi , While I have a lot of stocks that MM has, Their is obviously across the portfolios a lot I do not have .
JHX , MGR , WOR , AGL , HSN ,PXA , RPL out of these is there one that you would buy in todays elevated market , I understand a lot of stocks here but since it is in your portfolio I am thinking that information you may already have at your finger tips ,
Hi Market Matters Team
View on AIC Mines and what catalyst is required to see the share price move upwards. You see high price targets (from Shaw & Partners) at 75c from 70c.
C79 – Chrysos – You have this on your watchlist – I have held from when MMatters purchased C79 previously. Where do you see the share price going after they reported well. I don’t want to prematurely sell now I’m in profit if there is further upside.
regards
Debbie
Hi James,
Hello James.
Hi Guys
