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Archives: Questions And Answers

Lendlease (LLC) vs Stockland (SGP) moving forward

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Hi,
I was wondering if you could provide some comment on the Lendlease vs Stockland as far as valuation and future business would look like. Forgetting the past regarding Lendlease and look at it as a company restructured that owns property as well as develops Australian property. At a high level this is similar to Stockland (but with different property development and ownership) but the valuation is significantly lower. For example LLC is 15% discount to NTA SGP is about 50% premium.
Frank

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CSL Ltd (CSL)

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Hi Guys,

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Magellan Financial Group (MFG)

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What are your current views on MFG. They seem to have gone out of the news lately and things appear quite settled on the surface. Are they a reasonable risk at current prices

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EBOS Group Ltd (EBO)

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The Health Care Index has been under some pressure of late and has fallen rapidly sense mid-August. With this in mind, can you give me your thoughts on the index and EBO in particulate please.

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Your view on Catapult Sports Ltd (CAT) please

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Hi guys,

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Has Aeris Resources (AIS) transitioned from a ‘punt’ to a possible investment?

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AIS (Aeris Resources) has been range bound for the past couple of years, but the share price is now braking out. What is your current opinion of the company, in terms of their future as both a gold a copper mining company?
Thank you
Chris

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Salesforce Inc (CRM US)

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Looking for your thoughts on Salesforce. It is trading at its lowest PE multiple for as long as one can remember. What are your views on their AgentForce module released in the past 12 months or so. Does this drive the next leg of revenue and margin growth moving forward? Revenue growth is somewhat lacklustre at cords 9%, but EPS growth north of 20%.

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Trade Desk (TTD) travails

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Hi MM,

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Understanding ” Consensus “

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Hey James and Team

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Fenix Resources (FEX) and Service Stream (SSM)

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Hi Market Matters Team
Could I have your view on Fenix Resources.
FEX announced it has secured a 290MT Weld Range Iron Ore project recently. The share price has moved about 20%. What price target can you see FEX reaching?
Also, Service Stream announced it has secured a Defense base services contract yesterday and rose 16%. I’ve held SSM for a while now looking to sell. Would you be holding or looking to buy now or take this news and improved share price to sell out
regards
Debbie

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