Strategy By Henry – Risk On

SUMMARY Last updated 10.04am US markets kick higher on earnings. Results here in Focus. JHX looks ok at first glance. Better than OK. The stock up 13%. Not sure I would be chasing it! CBA preview and healthcare sector preview The art of selling. Quick takes with Retailers the focus. Risk On Risk Off. A…

Henry’s Take – Biotechs in focus

SUMMARY Last updated 10.40am – DEG and LSF news – Short Sellers. Members helping members. Harry Kane slots home or is it Caitlin? Ausbiz tomorrow. Latin Resources CEO On the Couch today. SMALL CAP PORTFOLIO Just finished a podcast with Chris Gale from Latin Resources (LRS). Should have it edited in the next day or…

Midday Report Tuesday

MARKET AT MIDDAY The ASX 200 is up 10 points to 7319 (+0.1%), rebounding from the previous day's losses but off highs, following a positive trend on Wall Street. Mining and technology stocks helping the recovery, with the materials sector surging 0.9%, led by Fortescue Metals (FMG) up 1.1%. Consumer confidence continues to drop despite the Reserve Bank's cash rate pause. James Hardie Industries (JHX)…

END Of DAY Report

ASX 200 closed flat, up 2 points to 7311 (+-%), losing early morning gains, with mining and financials balancing the market. Iron ore giants were mixed FMG up 0.4%, BHP down 0.6%, and RIO off 0.4%. Goldman predicts a fall in iron ore prices this year. Iron ore futures in Singapore have fallen 11.6% from…

Strategy By Henry

SUMMARY Last update 11.00am – CBA preview below. No positions as results season begins in earnest. US jobs data remains confusing. Diggers and Dealers starts this week. Everyone who is anyone there. Results week 1. CBA in focus this week. STRATEGY Whilst it is refreshingly liberating to not hold any positions in the STRATEGY ETF…

Midday Report Monday

MARKET AT MIDDAY  The ASX 200 drifted down 20 points to 7305 (-0.3%) in a lacklustre start to the week following Wall Street’s Friday sell-off. Early weakness in the healthcare sector, didn't help particularly in Resmed (RMD) -4.3% following recent Q4 results. Technology stocks also getting hit, Block Inc (SQ2) -10.8%, Xero (XRO) -1%. Financials dropping lower after the Reserve Bank of Australia's policy settings…