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Archives: Questions And Answers

Buying International Shares

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Hi James

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ASX Uranium stocks underperforming

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Why has there been such an underperformance of our Uranium stocks on the ASX this year?  You have picked a good thematic in Uranium and have Paladin in your growth portfolio, but it is down 50%.

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The Performance of Suncorp (SUN)

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Hi M&M, SUN share price continues to rise and rise, will this continue up until they do a redistribution for the sale of their banking arm or do you see a consolidation close by? Thank you Keep up the good work.

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ST BARBARA (SBM) what to do? Hang on and take up SPP? Sell?

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Hi Guys
SBM is a gold explorer and although the share price has moved higher this year its way OFF its highs from 4 years ago etc. They have a share offer now, what do you think, should shareholders take up the offer? Or sit tight or move on them and buy something that looks more promising?
thanks for the service, always informative and engaging
regards
Peter

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IPH

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Hi James
I come to you with a puzzle and I value your input
IPH has recently on 14.11.24 in the Annual Report presented a strong set of performace numbers, including a consistent Yield of 6.0%, backed this up with a debt consolidation program and Overview of their expansion strategy internationally. IPH is now among the worlds leading Patent Attorney groups.
The puzzle –with most Brokers recommending a Buy -why has the Share Price collapsed given this outstanding performace?

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CBAPG

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I hold CBAPG but I don’t really understand hybrids. What happens at the call date? Thanks for your insight

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How To Respond To IGL’s New Capital Management Policy?

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Hi MM Team. Having taken a first look at IVE Group’s 2024 AGM results today, I am wondering whether Market Matters’ take on the company might change in relation to it’s position in the MM Income Portfolio?

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AAI (Alcoa)

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Hi James and Team
Can I have your current view on Alcoa.
I’ve held the old Alumina shares now Alcoa CDI’s.
Since the lows in Sept Alcoa looks good. Have been looking for an exit price. Do you have a Target price on Alcoa CDI’s
Would you be holding into this strength at the moment?
regards
Debbie

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Elders

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Thank you for your great commentary.
I have watched Elders share price fall recently and wanted your commentary as to whether this will recover or time to shed (general Advice only of course).

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Indexes into Christmas

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Hi guys, Just after your views for US, Euro and Aust indexes into Christmas.
I had been waiting for a Santa rally, but since we’ve had a fairly good run on the ASX, I cashed out due to the multiple uncertainties with Trump, Ukraine, Israel, inflation, tariffs ………..
I’m noticing the FTSE and Stoxx50 sitting at reasonable levels, but also elevated risks.
Nasdaq, Dow, 2000 and SP500 all sitting at high levels in anticipation for Trumps touches.
And even highs for ASX even without China stimulus.
It seems to me that the risks are being ignored again (Stoxx50 / FTSE seem to be more sensible).
How do you see the risk rewards across them and potential lows / highs?

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