Archives: Questions And Answers
Interested in your view on defence ETFs including ARMR, DFND and DTEC, maybe there are others.
They have had a good 2025, do you think they will continue to perform with the defence spending that is getting committed by various countries.
Adrian
Hello,
I know this is too late for this week but would like your updated opinion on RDX for next week. The only comment you have made was when it IPO’d in 2023 and it seemed your opinion was positive. So I am wondering why there has been no further follow up on this?
Good Afternoon,
I hope I’m not too late. Another general question if I may.
“Trump’s ‘Big Beautiful Bill’ could trigger most inflationary era in half a century. The United States is careening toward what may be the most inflationary policy era in over 50 years, writes Nigel Green.”
Are the markets getting it wrong or the analysts? I think I’m getting some of Trumps “yips”.
Thanks James in advance for your input to my queries.
Dear MM,
Hi James & Team
Looking at your Core ETF portfolio – All your holdings are Active. If you had to choose one holding -which has the best risk/reward at the moment and in an area of the market that has momentum?
regards
Deb
G’day team,
Good Morning Gents,
You include Broker Moves in your Match Out reports. I find some of them to be quite surprising, to say the least. Do you know what their time horizon is for these recommendations?
What is your valuation for DRO & NGI? and are DRO & NGI still investable at present value? thanks Sidney
Hi Shawn, do you have an updated view on Worley? They seem to have fallen over the past few months but all news seems to have been good. Thoughts?
