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Hi Team,

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Hi guys,
Can you give your thoughts on U.S. natural gas, it’s ripped higher, lately. Obviously seasonal demands pick up now, along with world issues but I thought this was largely inverted with oil prices and there’s not really been any surprises to change the supply outlook as far as I’m aware.
Regards, Simon

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Thanks James and Team,

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Dear James and Shawn

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Hi Market Matters Team
What’s your view on CAT – You trimmed your exposure back to 4% on 27/10 – the SPP at $6.68 closed 5/11. The share price has fallen to low of $6.10 this morning. Trading around $6.20.
For those who do not hold CAT – at what price would you consider CAT a buy? or has the opportunity been missed at this price?
regards
Debbie

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Hi James,

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I’m a long-time holder of ANZ and was thinking of selling these and buying into Macquarie Bank. I would be grateful for your thoughts on these two banks.

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Hi MM,
For people without WTC exposure, do you think now is a good time to buy? With the recent ASIC office raid, I would have thought it’s premature to invest given the potential for further fallout as a result of the investigation.
Regards,
Peter

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Well, I’ve been out of internet range for two weeks and what a two weeks to miss!
Someone more adept at interpreting TA explained that it’s really been just the first pullback in the public participation phase of the precious metals bull cycle (ie) throngs at Martin Place, which is quite predictable. So, we have left the accumulation phase behind and have a considerable amount of growth ahead of us before we enter any extreme territory. Apologies for the simplistic language, but how do you feel about the next 12-24 months in this sector? Thank you.

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Dear Esteemed Team,

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