Archives: Questions And Answers
Hi again,
How and when are dividends distributed in Market Matters portfolios.
Hi James and Team
Hi MM Team
I notice a worrying downtrend for LAU since its peak in July 2023 of $1.40, now languishing at $0.84. The chart signals a sell although there are 1 strong buy and 4 buys by analysts. What is your opinion?
Hi Market Matters
Can I have your current view on SXE – Southern Cross and NXT-Next DC. I know your preference is GMG – Goodman for Data Center exposure. Have they run up to far already?
At what price would the risk reward be to accumulate these 2 stocks?
regards
Debra
NSR announced a JV with GIC this week. Apparently transferring some of their growth development planning projects into 25/75 JV with GIC. I understand that this is a way to speed up their growth plans, maximise on their development skill/set & increase market share. The share market seems to approve to idea, so does MM have any thoughts on JV?
Good morning James and the MM Team
First up, thank you for all your insightful commentary every day, I enjoy reading it. I know you answered a question regarding copper ETF WIRE as a diversified copper play back in April when it was trading around $14.47 and suggested a ‘pull-back’ was overdue.
It has since pulled back (a little) and I wonder if you could offer any further comment on the attractiveness of the risk/reward at current levels. I currently hold Sandfire, but am considering a switch to ASX:WIRE.
Thank you as always for your comment.
