Archives: Questions And Answers
Hi MM team, thanks for your clear communications and analysis during this unpredictable time. Could you please give your opinion on the new MOON ETF and also ZYAU (for yield)
Thanks Trish
Good Morning Gents,
I’ve been out of range for a while only to come home to see my commodity stocks being slaughtered (gold, silver, copper, nickel, uranium) in direct contrast to all the talk of a commodities super cycle. I have a mix of explorers, developers and producers but none have been spared. Can I have both your diagnosis and prognosis for this sorry malady?
Thank you once again. You guys have proven to be head and shoulders above other analysts I’ve used.
Hi guys,
Would you have an opinion on AIX, the AI Opportunities Trust IPO? Alternatively a better way to gain exposure to the sector?
Thanks
Simon
Hi Team, Do you think CSL has turned the corner? General opinion only Thanks
Do you have a view on why this stock is being priced like it is going broke whilst fundamentally sound and promising outlook exists
Hi, while I mainly hold stocks covered by Market Matters, two ETFs that I invest in are JEPI and UMAX. They each seem to have a similar profile, i.e. I understand they invest in the S&P500 index and sell call options to provide a regular income stream and maintain relative capital stability. Over the last 12 months or so, JEPI has fallen to the extent that income is less than capital depreciation, while UMAX has performed better. I thought that the fall in JEPI may be due to the strengthening AUD, as it is unhedged, but JEPI US has also fallen and UMAX is also unhedged. I also wondered if call option premiums had tightened due to low market volatility? Are you able to clarify why JEPI is in a downtrend and performing worse than UMAX, and offer some general advice eg better alternatives? Regards, Geoff
Hi James and Shawn,
Hi James and team,
Good morning MM people,
Hi and thanks for your service.
GQG shares seem to be dipping strongly, just wondering is there is a solid reason for this? Is it a buy?
Regards,
David