END Of DAY Podcast
ASX 200 rose 3 points today to 7611 as Nvidia and results were the focus.
Super Thursday. QAN down 6.8%. LOV up 10.4%
CSR Bid.
END Of DAY Podcast
ASX 200 fell 51 points to 7608(0.7%) as results the focus.
CBA ex-div.
CSR takeover talk. RIO Results.
WOW CEO resigns.
Iron ire under pressure.
Pre-Market Report – Nvidia Replaces Tesla as Wall Street’s Most Traded Stock
Wall Street began the holiday-shortened week lower in a quiet day of trade, with the S&P 500 down 0.6%, NASDAQ off 0.92%, while the Dow Jones hovered around flatline (-0.17%). NASDAQ weighed down by Nvidia, tumbling 4.4% ahead of its earnings report, while small-caps Russell 2000 fell 1.41%, erasing last week's gains. US Treasury yields…
Trading Section
SUMMARY BHP falls 1.1% on results with more expected today. Glad we’re in cash. MQG down 0.5% yesterday vs the market near flat. Staying in cash. IVV prints a daily sell signal while IHVV prints a weekly sell signal. Froth coming off. PME recovers strongly from the post-results selloff. SHL falls into oversold territory. ANZ…
Pre-market Podcast
S&P 500 down 0.6%, NASDAQ off 0.92%, while the Dow Jones hovered around flatline.
Nvidia in focus.
SPI down 21 points. Results dominate.
Marcus Take Wednesday – Big Tech drops its pants – Resources on the nose
Big Tech drops its pants ahead of Nvidia results tonight. Some early (daily) sell signals on US ETFs – IVV and NDQ. Lithium stocks trashed again overnight. Chinese rate cut upsetting Chinese economic confidence. Iron ore down 5.1%. BHP and RIO down 3.7% and 4.6% in the US overnight. Stocks we hold with results today – RIO, NAB (Qly update), WOW, STC, SIQ. Other Results today – STO, DMP, CTD. Stocks we hold – Today we look at BHP, SHL and MMS after yesterday’s results. CBA ex-dividend 215c FF today.
BHP Half Year Results
BHP after the results yesterday got an unremarkable write-up from brokers. Take out the provisioning and the results were solid enough. Key points: Reported profit down from US$6.6 billion to US$927m thanks to $5.7 billion worth of charges and impairments against Samarco (US$3.2bn) and the nickel business (US$2.5bn). For those not up to date, the…
Henry’s Take – Results mean Opportunity
It is not just about landmines but opportunities.
Adding more HZR, more MAD.
Looking at JDO.
BHP CFO briefing.
On The Call today on Ausbiz.
COH Half Year Results
Cochlear’s (COH) results on Monday saw the share price fall 2% before recovering 3.5% yesterday and today to hit a fresh all-time high. Now up 17% since upgrading earnings guidance two weeks ago. We hold it in the growth portfolio. Prices are lofty but when adjusted for new earnings the stock valuation isn’t massively overpriced.…
Members Podcast Wednesday – The big advantage youngsters have over Boomers
Lots of results and today we talk about the big advantage a 20-40 year old has over a Boomer when it comes to building assets