Archives: Questions And Answers
Revered team,
Hi Market Matters
Could I have your latest view on ZIP. From a high of $4.94 on 20th Oct to currently around $2.88
Would you consider ZIP a good buy at these levels?
regards
Debbie
With regard to your taking profits on HCA Healthcare in the US, is it your custom to take ALL the profits when you decide to ‘cash in’?
H Guys
Always appreciate your research, thoughts and feedback.
I am interested in your thoughts on the Private Credit space which has been quite topical of late.
On the back of the recent ASIC review it is being billed in some segments of the press as the “wild west” of investment markets.
Can you please provide your thoughts on the space – ideally with reference to some of the names you invest in – eg DN1 and PCI and also provide comment on some of the other larger names in the space eg MXT / MOT. I am keen to understand the key elements you review / monitor / look out for when investing in this space – eg arrears, defaults, LVR’s, management quality, team size and so on or anything else you view as important.
Thanks in advance.
Tim
Hi Guys,
Hi Team,
Gents – trust you are well.
Have a question for you in relation to RAMHA – hoping you are familiar.
Trading at par (early days – as only been around for a month or so) offering a margin over swap of 300bps – seems like a reasonable alternative to bank (and AMP) hybrids that are rolling off.
Interested to know your thoughts. Do you like it? Any major risks that could be lurking? Do you think the margin is ok?
Thanks
M
I’m holding a few rate sensitive stocks (CLW, CIP, DXS, APA, TLS). What’s your view on these now given the current thinking around future interest rates. Thanks
Hi MM Team, thank you so much for your investment guidance. It is really valuable. I just want to ask if VGS.asx is a good starting point for a teenager to invest in on a regular basis. I know it is general advice only. Thank you.
