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I often hear about sector or stock rotation. Can you kindly explain what this this means and how should I respond to this in my share portfolio.
Thank everyone.
Keep up the good work.

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Given the propensity of the current US administration to routinely provide unsubstantiated and often clearly incorrect information, I wonder to what extent you believe one can today depend on the accuracy and independency of statistical information such as eg. inflation numbers or any of the many financial parameters that we use to judge our investment decisions on ?
Jan

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What are the best ETFs for income creation over the next five years?

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Will Section 899 which increases various US tax rates payable by taxpayers from any country the US claims is maintaining an “unfair foreign tax” by five percentage points each year, up to an additional 20% loading impact CSL, Telex, and our other successful health and biotech companies listed in the US?
Will Section 899 impact Australian super funds and managed funds owning land and infrastructure assets in the US, as well as Australian entities such as banks that carry on business in the US?

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Hi guys
Im interested in cni centuria capital for income and in your weekly report you were quite bullish on it but i just want to query the dividend which you guys said was fully franked. My research shows the last div was 20% and the ones before that only 8% . Do you know for sure that future dividends will be fully franked because if they are i am more willing to buy this stock
Kind regards
Tony

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Hi James & Team
Could I have your view on EHL- Emeco and SSM – Service stream. Do you see any upside to their share price?
Are they in sectors you would be in currently?
regards
Debbie

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Hi Shawn,
There is a recent report on Money of Mine that Coal India, the world’s largest coal-producing company, is reopening more than 30 mines and launching up to 5 more on greenfield sites this year. How would this impact on the outlook for coal, and is MM still Bullish on coal stocks?

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Hi Market Matters Team
EOS & DRO are very volatile without it seems any particular news/announcements that I can see.
EOS dropped 20c (8.16%) on Wed 11/6 – would you know why? but since it has gone up 14c (6.22%) the following day and today another 14c (5.86%). Would the drop been an opportunity to buy? What’s your view? – or is this just to hard to risk? DRO is still on your watchlist? When are you likely to buy?
regards
Deb

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Hi Team,

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Thank you for the great reports, with such impressive detail.
Please let me know your thoughts on CSL and the DRUG and REIT etf which all seem to be out of favour
Sue

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