REA and its subsidiary companies make up a global online real estate advertising company headquartered in Melbourne, Australia. REA is majority-owned by News Corp Australia, a subsidiary of News Corp. The Group grew from realestate.com.au, Australia's largest property website which remains number 1 across all platforms, with a monthly unique audience of 8.8m users.…
It is interesting sometimes to look back at momentous turning points. For us, that was late March. I thought it would be a good idea to have look back at my March ramblings in Henry’s Take especially on small caps and the overall strategy of the team.
I have taken the All Ords index, ignored the official sectors and re-allocated all stocks to new ‘Marcus Today’ sectors – putting them in groups that more usefully represent the sector ‘themes’ we talk about in the newsletter
Good morning everyone, following last week’s article about Trading Plans, here is the first instalment of building the plan. Some of you might think the questions are a bit corny but, having gone through this process, it’s amazing how much you will learn about yourself and your approach to the market if you start writing…
Electro Optic Systems (ASX: EOS) supplies laser optic sights to the US, NATO and Australian military and counter-drone technology and has recently made an acquisition, Audacy, that will see it enter space. The company has cutting edge laser guidance systems allowing remote access targeting. It also has communication systems and now space capabilities. It is…
The Marcus Today Model Portfolios – Growth, Income, and Top 50 – are the core of what we do. They are where all of our analysis (both fundamental and technical), reading, discussions, debate and decision-making are crystallised into actionable outcomes. They are how (along with Marcus’ Strategy articles) we pass messages about the market. Quite…
Back in November, we released our top picks for 2020 in the Small Caps space, you can grab a copy HERE. Here is the investment case for AEF we outlined in November. It has had a strong start to the year. Ongoing growth in FUM and strong inflows are expected to drive continued profit growth.…
You may have seen my recent video on Livewire – they sat me down and said “Talk about anything you like”. So we talked about the portfolio assessments I do for financial planners and here is the result if you haven’t seen it. CLICK HERE to download the 9-point checklist e-book. There have been a…
Back on October 25th Henry wrote up four travel stocks as an Idea of the Day At the time his order of preference was: #1 Webjet (WEB) #2 Helloworld (HLO) (mainly because of liquidity) #3 Flight Centre (FLT) and #4 Corporate Travel (CTD). Some water has flowed under the bridge since with a good gain…
IDEA OF THE DAY BANKS It has been a torrid few days for the banks with ANZ cutting its franking from 100% to 70% and WBC cutting its dividend from 94c to 80c and raising $2.0 billion in an institutional share placement at 2532c with a share purchase plan to come. WBC has dropped 6.6%…
