Archives: Questions And Answers
Hi James,
Great Podcasts and valued commentary.
(DRR) appears to represent reasonable Value at current prices.
Last year you were concerned about the purchase of Trident Royalties UK and the subsequent 50% cut in Dividend payout for the future..
With the decisions made on the Olympic 2032 venues ranging from the Gold Coast to Townsville, it seems clear to me that real estate in Queensland, particularly SE Queensland, will boom over coming years. What stocks or other investments can you recommend to take advantage of this?
Following on your favourable appraisal last week of this company, I wonder if you have a method of forecasting the share value based on the addressable market of its key products and the number of shares on the market. The OCC has suggested a US market value of $1.6bn if approval is given. OCC has 200m shares (I believe). This would imply revenue per share of some $7 per share. If costs can be managed, a $5-7 share price wouldn’t be out of the question, would it?
NHC have suffered a 2% drop this morning because the redemption rate to note holders has been decreased from $6.5468 to $6.2358. The dividend of .19c the cause of the redemption drop and subsequent share price fall.
Could you please explain the correlation and if we will suffer a share price fall every time there is a dividend.
Thank you for your excellent work.
Terry
Hi looking at the chart on GMG it’s telling me to sell and take a loss what are my reasons for keeping GMG and buying more ?
Hi Guys
A quick question for you on Pro Medicus.
I note it is on your hitlist.
Following the recent sell off the PE multiple for PME has fallen from an extremely high one to an incredibly high one.
Can you please provide me some colour on your thinking as to when (and why) you may choose to take a position in this stock despite what will still very large multiple? Please note i am just trying to understand what the “tipping point” in making such an investment would be rather than making any judgement on your call.
Appreciate the help.
Cheers
Tim
Hi James & Team
Follow up on my question sent last Fri Morning.
Can I have your view on these 2 ETF’s.
1. DFND As Europe is set to increase expenditure on defence.
2. VEQ – Vanguard FTSE Europe shares. While Europe is stimulating. Which ETF does MM like to capture the upside in Europe.
regards
Debbie
Thanks team for your continued great coverage of the Mkt and your openness with your info, data & answers. Much appreciated.
Really like your latest regular piece on etf’s. They’re such a topical element of the Mkt.
Hi Market Matters
What’s your current view on these stocks?
regards
Debra
