At What Cost

The cost of the Covid19 virus worldwide is huge.  Some, mainly from my generation, pay with their lives.  Others pay with their jobs, their businesses, or with their mental health.  The government is paying a fortune supporting people who have lost their jobs and can’t feed the family and pay their rent or mortgage.  Money…

It’s Technology Stupid

The top 5 stocks in the S&P 500 account for 27% of the index. Year to date, which includes the coronavirus they are up: Apple +30.5% Microsoft +35.7% Amazon +66.7% Google +11.9% Facebook +18.7% Other top performers in the S&P 500 top 20 include: Tesla +226% NVIDIA +73.8% Netflix +55.3% Adobe +38.7% Paypal +67.8% Other…

Weekly Sector Charts

Comments by Ben O'Leary – Portfolio Manager ASX 200 Heikin-Ashi chart – Threatened to break higher but the rally is evaporating, and the index is ultimately still trading sideways. Economic numbers a dulling the hopes of a V-shaped recovery despite the US getting back to work. Still waiting for the break one way or the…

The Afterpay Juggernaut

WHAT IF I TOLD YOU…? …that a company that makes no profit and has risen 600% plus from its lows in March, is raising $800m and the two company founders were selling $250m worth of shares and potentially more to come in November. Of the $800m in fresh equity, $650m will be sold through a…

Interview with Marcus Padley

Marcus was interviewed by Livewire in July 2020 – this is the transcript from their article – the full article plus comments can be found here. In his usual no-mincing-words style, Padley shares with me his strategy and outlines the steps you too can take to become a better investor today. He also discusses why…

BUY HOLD SELL – Kogan (ASX: KGN)

Kogan (ASX: KGN) is a portfolio of retail and services businesses that includes Retail, Marketplace, Mobile, Broadband, Insurance and Travel offerings. To put all that in context, it has been dubbed by some the ‘Amazon of Australia’. Much of Kogan’s recent success has been fueled by a significant lift in sales, earnings and customers as…

Small Print and Broker Research

Bell Potter made very public a bit of research this week, their Top Stock Picks for 2021 – Here they are: Financials – MQG, CBA, MYS, AMP, JHG, PDL, PPT. Fintech – APT, 360 LICS – MFF, MGG, WQG Agricultural – ING, ELD, RFF Technology – UWL, IFM, PWH Retail & Services – TPW, CCX,…