Archives: Questions And Answers
Hi MM Team,
Given the general electrification of everything mantra, and the growth of Chinese EVs, especially BYD, I’m wondering what your perspective is to investing in them.
Would you consider including BYD in your International portfolio?
What would be the criteria & price point & growth expectations?
Hi I have been having a look at NWH and was expecting it to fall further today it did not , do you have a view on this currently after the fall on Thursday ?
Also AX1 and LOV do you have a view on a sell price etc on these too .
I think you guys a doing a great job it is why I have recently extended my membership , My only complaint is the mild TDS , our RBA ex Governor as did the US one got things wrong on inflation and rates for years , And debt levels needed drastic action as did mass migration , Trump is trying to fix these things while the media and the left fight him all the way , I won a heap with the bookies and also bought a lot of stocks after liberation day , so I am Trimming into strength and buying on the dips as per your recommendation and that is working for me .
Hi Market Matters Team
Life 360 reported Tues Q1 2025 results and have surged by around 26% as of early Fri Morning with new YTD high of $30.93. What’s your view going forward – Is it time to take profits or hold and let the stock ride this momentum? What target price do you see it reaching?
DRO – DroneShield – Still on your hitlist – What’s your latest view? -It has stagnated this week. Are you close to buying?
regards
Debbie
Dear James, Shawn and team,
Hi team, sorry to ask 2 questions in a week. I use the S&P All Ords changes to update my overall universe of stocks I watch. Been doing it for a number of years blindly trusting that it is a fair dinkum index. But this year I can’t keep up that trust. The number of no revenue, loss making, basically shit companies with sfa revenue or market cap that have been added to the All Ords beggars belief. Looks to me like money is changing hands to get that place on the index…. You may not feel able to comment but if you can, I’d be most interested to hear what you think about the composition of this index. Regards Jeremy
Hello James and crew,
This morning with the portfolio reviews you reported: “We are adding DDR to the Hitlist for the Income Portfolio, with the risk/reward looking attractive below $9″. This is interesting and a company I have never before investigated. Whilst the CEO recently sold down his holding due to personal reasons it seems to have increased liquidity a little. Looks also too that the dividends are also paid randomly and not just 6 monthly. Whilst MM has indicated the good risk reward price to be below $9 and it is below that now, where do you think MM may consider a possible buy price range maybe?
Hi James & Team,
Please explain to me AUM of Magellan at 30/4/25, stating funds outflow of $1 billion and then they add Vinva at $1.4 bil when they bought in Aug 24 29.5% shareholding in Vinva for $136 mil. This is as clear as mud?
Good afternoon MM team,
I’ve just resubscribed again and do enjoy your excellent commentary and answers to my questions. I’m wondering how you see the outlook for Fineos FCL. They hit a 52 week high today (Monday) of $2.60 after a 52 week low of $1.22 – What do you think is driving this considerable change of fortunes and is it likely to continue?
Thanks and regards,
Rob
Can I ask a question can we get your thoughts on Tesla do you see it bouncing back ?
