Archives: Questions And Answers
Hi Gents, Excellent ongoing commentary from yourselves as ever!
I am of the opinion that rising prices are a symptom of inflation (actual inflation being growth in money supply via central banks or expansion of lending), but even if someone holds a different view to the definition, can you please explain why a rising oil/ energy price is defined as “inflationary” and requiring rate rises, when the rapid rise in price is obviously generated at this time by anticipated lack of supply, rather than increased demand (implying a strong economy). I would think a rapid rise in energy prices is as effective a headwind for the economy as any interest rate rise. Your interpretation would be appreciated.
Regards Tony
With rising chatter over the likely public listing of SpaceX is MM keen to get exposure to what may be the largest ipo in history! If so do you see PE1, Pengana Private Equity Trust as a good vehicle to gain exposure? I’ve read that SpaceX is now 14% of the fund but is otherwise diversified across 550 private companies also including Anthropic and OpenAi, other ipo likely exciting candidates.
Hi James
Reaction to MFG acquiring Barrenjoey was initially very upbeat, but the excitement looks to have been short-lived.
What are your thoughts on the retail SPP?
Hi Guys,
First of all, I want to say that I am enjoying being a subscriber and look forward to your emails each day.
Are you aware of any problem with Amcor? I know that the market generally is very volatile at the moment, but Amcor seems to have declined even more. I would be grateful for your insights.
Hi James and team,
Many times have been mentioned WHC on your reports lately, but I would like to know how do you see NHC and how far can it go on your opinion in the very short term with the situation we are facing in the broad energy space.
Hi Market Matters Team
Your view on WDS, STO & BPT – If you held these oil & Gas stocks how would you be positioning yourself while the war in Iran is causing oil prices to surge on fear of energy supplies? How do you place a valuation on these stocks during these volatile times? While one does not want to benefit because of a war – I would expect these stocks would fall in value as soon as any news regarding the end of this conflict is made? Would you be selling now into this strength or hold for further upside?
regards
Debbie
Hi James,
The rapid drop in share price for NEC and AD8, apart from the war in ME, what are the head wind both company are facing ? NEC is paying about 10 % yield, and the buyer / fund seems not interested. Thanks for your insight.
For a decision to take profits, what are the variables / checklist of items that are applied in reaching a yes/no/partial sale decision.
