Archives: Questions And Answers
Esteemed team,
Hey guys, thanks for all the work put into the site and reports, it always a good read.
I’ve got an off topic for currency and indices today.
What your thoughts across USD-JPY currency pair? I know Japan is trying to increase their rates and had great data release earlier, however, I thought the U.S $ would be also holding it own with uncertainties around tariffs. If the Yen really gets going, are we likely to see another big sell off like we witnessed last year?
As for indicies, I’m watching all time highs for many, which ones do you think are overvalued and which ones do you think are fairly price and have upside to them?
Regards, Simon
Hi James and team,
I have been invited to apply for shares in Cyprium. Can I have your views on this stock?
ARB share price looked like stabilising in January but Feb has seen new declines on increased volume. Any idea what the trigger for that could be?
Hi I just received my MYR shares how do you price them and what are your thoughts on these PMV and MYR companies and retail stocks in Particular , Is any a buy or sell for you ?
WAM global has recently announced its latest result showing its net tangible asset before tax rising from 258.7 c/share to 271, yet its share price has hardly moved. Its dividend is rising every year, with gross up dividend of 7.7% and has a profit reserve of 87.3 c. Can you explain why the current share price isn’t closer to its NTA?
Hi guys, would love your updated views on some of the oil stocks like KAR and WDS. They’ve been in decline all of 2024, are they getting into the buy zone/bottoming out do you think?
Readytech (RDY) and IPH Limited (IPH) are two companies that a number of brokers have as buys or strong buys with significantly higher share price targets. I believe RDY is or was recommended by MM. However their share prices continue to underperform. Your thoughts would be appreciated, including whether these are short-term issues rather than longer term concerns. Many thanks
