Archives: Questions And Answers
Thank you for your interesting analysis of KIT v MXT during the week, indeed thanks for all your insightful analysis. Given the selling pressure across the listed private credit sector and the news that MA Financial is freezing withdrawals from its property fund and winding up a retail fund, I would be interested in your thoughts on MA2HA. Thanks Simon
Hi Team
Starpharma seems to have tanked following the announcement of a strategic investment in Petalion. Is this just a result of uncertainty? It seems like a lot of negative sentiment or is this sort of trading exaggerated by algorithmic trading? I was tempted to buy, but thought better of it pending your assessment
Appreciate all of your insights which are particularly valuable in issues like this.
Would Market Matters consider INCM for the income portfolio? I’d be interested in your views for and against its consideration. How would you rate this ETF in comparison to QUAL?
APA’s share price has continued to rise reducing its dividend to around 5% which is less than a lot of bank accounts at present. I know you exited the stock a while ago in the Growth Portfolio. Are you thinking it’s time to reduce your holding in the Income Portfolio & allocate the funds elsewhere? Thank you
Hi Guys
Thanks as always for your service.
Quick question for you on resources. Has your view on allocations to this space altered at all recently given some of the softer data we are starting to see come through?
Appreciate your thoughts.
Cheers
Tim
Hi Team,
1)How do you see the downside for SKS, SXE, NXT?
2) Is SXE affectedby the fall out in NXT?
3) Can you see a class action coming against SKS? I assume they probably have knowledge of the problem at NXT when they sold a significant position.
4) Is there any repercussion against the Firmus team when they announced the book was more than covered?
Thanks & regards
I like to have your view-analyses on FXG and FEG please, thanks,
