Archives: Questions And Answers
Hello All, could i have your thoughts on KKC please.
Hi Team,
To the MM Team,
I would like your latest thoughts on QBE.
The share price has corrected around 10% over the last few months, is this a buying opportunity or the beginning of a new trading range?
Regards,
Charles.
I am seeing articles forecasting an uptake of solid state batteries in EV’s in coming years. These batteries have advantages of greater range, faster charging & less likely to catch fire. However I suspect lithium will not be extensively used. Can you confirm whether this is correct & the effect on lithium demand and the pricing of these stocks?
A macro style of question.
Each year the Super funds & SMSFs take in a huge amount of new monies as well as the dividends and interest from existing investments. It does seem like more & more money is chasing the same assets. Where is the extra inflows going? Are they chasing an investment pool of assets that isn’t growing, leading to lower returns (eventually)?
Thx Glenn
Hi James and Team
Concerns about a widening regional conflict in the middle East disrupting global crude supplies pushes oil prices higher. If you were holding energy stocks – Woodside, Santos and Beach Energy would you be using this as an opportunity to sell/trim your positions in these Energy names? or would you continue to hold any of these 3.
regards
Debbie
What is your view on these two companies ?
James, thanks for brilliant work, I have been a longtime subscriber to MM.
