Our Q&As are emailed in our Saturday morning Weekend Report, here’s a list for you to access them directly. If you have a question, we’d love to hear it. NB: Questions submitted prior to midday each Friday will be included.
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Contact supportASX Silver stocks are currently in a lull. I hold Andean Silver (ASX: ASL), Unico Silver (ASX: USL) and Sun Silver (ASX: SS1), all of which are up, but off their highs so far this year. Would you buy at current prices, do you have any preferred silver stocks and how do you see the valuations going forward? Thanks.
David
Read moreGreat newsletter.
You have done well by us during turbulent times.
Do you have a view on the BEST Defence & Cybersecurity ETF?
For instance, DFND, ARMR, DTEC, HACK, BUGG?
Many thanks,
DavidJ
David
Read moreThe Uranium ETF URNM has corrected over the last 1month, what is your view looking forward regarding this ETF and other ASX uranium stocks.
DAVID
Read moreHi MM
Love your insights into the markets! What is the best way to protect a portfolio of Australian and US shares from when the markets correct. You hear a lot of professional traders talk about having hedges in place? What strategies can you employ? What other strategies can you use than the usual bboz , bear and bbus ? Thanks andrew
Andrew
Read moreHi can you please suggest which is better for an income investor, with some growth CLW or CQR. In your last report you bought CLW.
Tony
Read moreThanks for your solid advice.
Knowing the budget ramifications would there be any sectors you would be considering to free up cash?
David
Read moreHi MM,
Can we please have your latest views on PEN following today’s capital raising/debt facility agreement, including participation by existing shareholder SOL on the debt and equity side, and with Shaw acting as one of the underwriters (albeit I appreciate Market Matters is independent of Shaw, etc).
From memory, you held or were strongly considering PEN at one point and had, and presumably still have, a good understanding of the company. With this latest cash injection what are your view’s on PEN as an investment proposition – and as a way of gaining exposure to the uranium thematic?
Would MM now be tempted to buy PEN (subject to funds availability/portfolio construction considerations) and at what approximate price?
Thanks
Darren
Read moreHi guys, a quick question from me – would love your view on AUB. Do you consider it a buy? Cheers, Josh
Josh
Read moreA question for Saturdays Q&A.
But firstly you should be proud of the product you are producing, I certainly am grateful for your insights.
Thoughts on Wagners, WGN.
I understand the tailwinds with the Olympics and the build out happening in SE QLD, but I would have thought their move into sustainable jet fuel would be getting a lot of air time, especially with Boeing coming on board, but it seems to be very low profile.
Just your thoughts.
Thank you
terry
Terence
Read more
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