Archives: Questions And Answers
Hi Guys,
First of all, I want to say that I am enjoying being a subscriber and look forward to your emails each day.
Are you aware of any problem with Amcor? I know that the market generally is very volatile at the moment, but Amcor seems to have declined even more. I would be grateful for your insights.
Hi James and team,
Many times have been mentioned WHC on your reports lately, but I would like to know how do you see NHC and how far can it go on your opinion in the very short term with the situation we are facing in the broad energy space.
Hi Market Matters Team
Your view on WDS, STO & BPT – If you held these oil & Gas stocks how would you be positioning yourself while the war in Iran is causing oil prices to surge on fear of energy supplies? How do you place a valuation on these stocks during these volatile times? While one does not want to benefit because of a war – I would expect these stocks would fall in value as soon as any news regarding the end of this conflict is made? Would you be selling now into this strength or hold for further upside?
regards
Debbie
Hi James,
The rapid drop in share price for NEC and AD8, apart from the war in ME, what are the head wind both company are facing ? NEC is paying about 10 % yield, and the buyer / fund seems not interested. Thanks for your insight.
For a decision to take profits, what are the variables / checklist of items that are applied in reaching a yes/no/partial sale decision.
A bit of a morbid question, sorry. Is it possible to model an escalating number of (non-fatal) casualties on CSL’s revenue? Would an extra 10,000 wounded in a month move the needle?
I’d value your opinion on Bapcor, which has had a rough time and is offering shareholders shares at $0.60 each. Should we chase the loss and not get diluted? It seems like we have little choice but to buy and hope, sitting on such a large loss from $5.20 only a year ago!
Thanks, Campbell.
I’m looking to park cash while not trading. How does MMKT shape up as a safe place to do so? It pays around 5%+ pa, paid monthly. Cheers
I have a small holding in 4DX. Taking a few pertinent points from their 19th Jan investor presentation it is easy to understand the perceived value:-
CT:VQ product has FDA approval and has reimbursement code for hospitals. The market in the US alone deemed north of $1b annually. The patented imaging software runs on all existing CT scanners so hospitals do not need to buy new or extra hardware. Phillips saleforce contracted to push hard on hospital adoptions
And the clincher to me is that their competition requires each patient to inhale a low dose of nuclear contrast material to enable lung performance imaging.
All great positives leading to their claim of obtaining a ‘mere’ 100% of the US market in a short period of time.
