Archives: Questions And Answers
I hold CBAPG but I don’t really understand hybrids. What happens at the call date? Thanks for your insight
Hi MM Team. Having taken a first look at IVE Group’s 2024 AGM results today, I am wondering whether Market Matters’ take on the company might change in relation to it’s position in the MM Income Portfolio?
Hi James and Team
Can I have your current view on Alcoa.
I’ve held the old Alumina shares now Alcoa CDI’s.
Since the lows in Sept Alcoa looks good. Have been looking for an exit price. Do you have a Target price on Alcoa CDI’s
Would you be holding into this strength at the moment?
regards
Debbie
Thank you for your great commentary.
I have watched Elders share price fall recently and wanted your commentary as to whether this will recover or time to shed (general Advice only of course).
Hi guys, Just after your views for US, Euro and Aust indexes into Christmas.
I had been waiting for a Santa rally, but since we’ve had a fairly good run on the ASX, I cashed out due to the multiple uncertainties with Trump, Ukraine, Israel, inflation, tariffs ………..
I’m noticing the FTSE and Stoxx50 sitting at reasonable levels, but also elevated risks.
Nasdaq, Dow, 2000 and SP500 all sitting at high levels in anticipation for Trumps touches.
And even highs for ASX even without China stimulus.
It seems to me that the risks are being ignored again (Stoxx50 / FTSE seem to be more sensible).
How do you see the risk rewards across them and potential lows / highs?
AGL, like others in the renewable energy space, are highly dependent on Govt policy settings, subsidies , quotas and such $/volume support mechanisms. Does this make AGL even more vulnerable to cost and profit pressure. (Their strategies and profits are very highly correlated to Govt policies which are always subject to significant immediate changes).
Hello Team,
I was fortunate enough to start investing in early 2009 at the bottom of the GFC and have been happy with my investments for 15 years now. However, right now I am more uncertain as to what to do than I have ever been. Are we going to see global volatility through the Trump years and, if so, is it prudent to perhaps take a more defensive stance? Not asking for direct advice, just your overall view. Thank you.
Thank you all for a great service that I am enjoying very much.
Re: When you suggest a trade alert and a buy price.
Does your recommended buy with an ‘around’ price have a range or upper level? ie with NXT buy ‘around’ $16.40. Does that mean buy up to 0.1% higher or within a few cents of $6.40?
Thx, Bob
Hi guys,
2nd question from me this week.
Do you have any views on private equity firms such as La Trobe /Pimco and the likes? Or even any listed income funds which are stable? I’ve only just started looking yesterday so haven’t done to much research yet, but thought I would ask the question for some ideas.
