Archives: Questions And Answers
“Hello and thank you for all the insights. – What’s your take on Smart Parking (SPZ) as a 6–12 month position, especially when the stock dips below $0.85?
New to MM. we have a SMSF sold most shares when Trump was elected president only kept EVN & NST, we are now looking to reinvest more in shares on ASX can you recommend about 10 shares.
Thanks for your insightful opinions. It has assisted in developing my investing strategies. OCC has experienced significant growth in 2024 ahead of a raft of regulatory approvals including for the US. It appears to be consolidation ahead of actual revenue increases. Is this a case of buy the rumour sell the fact or is this pattern consistent with a pre-sales growth opportunity? Is this a familiar pattern?
Thanks
Peter
Good morning James and team,
AIC Mines stock price caught my attention lately.
As you mentioned in today’s morning report the copper price has been heading north in the last couple of weeks, however A1M stock didn’t follow it.
What is weighting on the price?Would you buy it if you didn’t have a copper exposure, at what level?
Thoughts on Eli Lilly. It seems to be in a much better place than Novo Nordisk with more drugs in the pipeline.
Please give me your opinion about IJR which tracks US small caps. It seems good value, but has underperformed for a long while, and perhaps risky due to tariff uncertainty and currency risk.
Hi Market Matters Team
CAR, RUL & WTC are all marked as ACTIVE in your portfolios. If you only had to choose one of these stocks to buy currently which would you choose? Given all these stocks have had a good run up recently which has the best risk reward?
regards
Debbie
Open to your thoughts on ClearBridge Global Infrastructure Value Fund Active ETF (CUIV) but in particular whether infrastructure should have a weighting in a portfolio? It appears to have the better performance over the medium to long term compared to VBLD and IFRA.
