Henry’s Take – Are You Doing Better than the Market?
DRO gets greedy?
Where are we now? Is this an Ali fight?
Is Elon taking the proverbial? Roadster anyone?
Are you beating the market?
Pre-Market Report – Netflix Falls in After-Hours Trading Following Results
Wall Street closed mostly lower overnight, ending near worst levels after economic data and hawkish Fed speak reinforced speculation that rates will remain higher for longer. The Dow edged up 22 points (+0.06%). Up 330 points at best, down 72 points at worst. The S&P 500 and the NASDAQ booked their fifth straight session of…
Members Podcast Friday – Israel responds, Gold and oil rise, markets drop
An Israeli retaliation has markets on the back foot with US Futures dropping
End of Day Report
ASX 200 rose 37 points to 7639 (+0.5%) off highs but bounces off 7600. Jobs data fails to stir. Good news for Iron ore miners with BHP production numbers and higher ore prices in Asia saw BHP up 1.5%, RIO up 1.7% and FMG lagging. Base metals finding friends again, MIN up 1.9% and PLS…
Henry’s Take – Resources Finding Friends
Sold half of the DRO at 105c
The Call yesterday with The Whisperer.
Albo putting our money where his mouth is.
Resource Investing.
Light & Wonder Stock Take – A Gambling Sell
LIGHT & WONDER (LNW) – At a member request we are looking into Light & Wonder (LNW), an American company based in Las Vegas. LNW is dual listed on the NASDAQ and as of May last year, on the ASX. The company listed here to provide access to long-term Australian institutional investors in what it…
Members Podcast – Jobs numbers have little impact. Banks topping out. Resources bounce today.
A pedestrian day in the positive – outperforming the US – Big Tech down in the US – Resources up in Australia
Spark Nz Stock Take – Telcos Struggle This Year
Spark New Zealand (SPK) – We are taking a look at the telco SPK today, a NZ version of TPG or Telstra. We hold it in the Income Portfolio and it has had a torrid year, down 13% since early February. That's a significant drop for a defensive income stock yielding 6%. Most of the…