Archives: Questions And Answers
Hi Guys, interested in your thoughts on CMG now that the CEO has left to go to SBUX.
Does this materially change your outlook for the stock (CMG) going forward?
Conversely, does it also make SBUX a potential buy?
The following comments were in the AFR this week. The rest is behind a paywall but you can get the gist of what they’re saying.
KOV could you give me your opinion on this stock please
Hi MM
Appreciate your insights very much. I don’t think you have directly commented on GMD recently, but it seems to be powering on this financial year especially with a large transaction today. Is something going on behind the scenes or is this just a good gold stock compared to others? The detailed stock report gives it a poor relative valuation score which raises a question in my mind.
Hi Market Matters
Thurs AM Report “We aren’t specifically looking to buy insurance stocks with rates set to fall, but SUN and QBE will look appealing into weakness.”
If you hold SUN – would you continue to hold thru any expected weakness with rates set to fall to benefit from the capital return to shareholders and your outlook of them outperforming the sector.
regards
Debra
Hi Market Matters Team. Two questions in three weeks – I must have too much time on my hands!
Hi guys,
Hi Team,
Thoughts on Cameco Corp please after slump in uranium price. Are you still bullish?
