MARCUS TAKE

Box 1

Predictable Powell. Needle doesn’t move.
EV demand becoming a reality.
Short sellers betting against the US market.
All a bit Ho Hum.

HENRY’S TAKE

Box 2

Good luck to all the parents out there with Taylor Swift coming. Phil Lowe not happy.
An update on the Battery Packs and a new one created.

Santos – Solid not Exciting

Stock Takes

Had a request for Santos and here it is. Couldn't get excited I'm afraid – you'll see why.  Brokers seem to like it, and I'm sure a lot of SA investors hold it, but regional loyalty aside, it's a bit of a yawn. Quality, but little in the way of growth or income. Unless there's…

MMS – Frothy income stock

Stock Takes

Mcmillan Shakespeare recently popped when Eagers Automotive (APE) revealed a 5.7% stake. Nothing else. No negotiations, notbid, just a substantial shareholders notice. Brokers think there is some logic in the two companies moving forward together commercially, but there's nothing beyond their investment so far. The other interest in MMS and other novated leasing companies at…

Don’t Worry About Beating the Market

Education

Individual investors can march to the beat of their own drum, giving them a significant advantage over professionals. It is a simple question and goes to the heart of any investor’s journey. My answer is, do you want to beat the market? The benchmark indices were set up so you can measure your performance against…

S32 – INCOME STOCK – BUY

Stock Takes

S32 is one of the most requested STOCK TAKES this week. Here it is. It hasn’t been performing well, in line with the Aluminium price, its major commodity correlation. Unlikely to dazzle you with growth, but a solid stock to leave in an income portfolio and not a bad time to buy it. Recent guidance…

MARCUS TAKE

Box 1

Shane Oliver – Respect. We Just Gotta Have Faith – Explaining the rally. RBA has more in store.
Resources rise as the US dollar drops.
Some retailers bottom.