Archives: Questions And Answers
Hi Guys,
I am after something with a bit of income. I would be interested in your thoughts on MA Credit Income Trust (MA1) or maybe something along similar lines with a bit of yield about it.
Cheers, Mick.
would like your thoughts on EOS and where you see the company in a few years and your take on 360 results.
Thankyou.
Hi James,
Hi Market Matters Team
Will you be participating in the Liontown Resources & Silex Systems SPP? in terms of pricing – I Know you like the current price to be trading 10% above the SPP price. LTR is doing that at the moment but Silex is trading around the SPP price. What other factors are you considering for these 2 stocks in deciding your participation?
regards
Debbie
Hi James,
Your Friday morning report delved into the thinking and construct behind the Core ETF portfolio.
Hi Mm team.
Are you able to explain how IAF works. When one of your portfolios sells some equities (waiting for a buying opportunity) do you consider parking the cash in something like IAF or AAA?
In May 2025 MM saw upside in TWE when the market at least diversifies away from the “Certainty Trade” and deep-seated value in the share price below $8.
With the share price dropping below $7.40 on Friday, could MM please provide an updated opinion on TWE, with commentary on the continuing fall in the share price and outlook for the company from here?
I would also like to thank MM on your great market updates and trading ideas!
The Productivity Commission indicates that there’s a $116 billion economic opportunity available.
Hi team,
When considering buying a stock I will often look at the Banks (for example Commsec’s) Margin Lending LRV. I understand the higher the LRV the lower the risk, according to their analysis. I am interested in what factors they take into account when determining the LRV.
As an example, when I look at a company like Regal Partners to consider adding to my portfolio, and I see Commsec has a zero LRV, should I be concerned that they view the company as high risk?
