Henry’s Take – Takedown Tuesday
Uranium stocks smashing it. PEN target price.
Takedown Tuesday. Retail is one of the targets.
The Special Situation Portfolio
How to save $1000 a week!
Trading Section – S&P 500 At All Time High
The Ideas Portfolio and One Stock Portfolios have been combined into one umbrella section named Trading Section. This will also incorporate the Technical section, subject to feedback. IDEAS PORTFOLIO Action – none today. Not feeling terribly comfortable with the oil price trend. Still holding WDS. Not doing us any harm. TLS was boring us but…
Marcus Take – 2024 Post-It Notes
We’re back. Each Portfolio gets its own section. A look at the Post-It Notes for this year. Pretty comfortable with the market as we start 2024. Growth Portfolio kicking some goals in the break – JBH and PDN. Income Portfolio restructure pending – less stocks, more income.
Members Podcast Tuesday – A story about a client with one thumb
Listen to the end to hear about a client with one thumb dealing in Qantas call warrants.
END Of DAY Podcast
ASX falls to 4-week low as reality bites. Iron ore and miners under pressure again. Banks show signs of a crack or two.
End of Day Report
ASX 200 dropped 82 points to 7415 (-1.1%) in a perfect storm as major stocks all saw sellers appear.
Henry’s Take – Uranium Glowing Red Hot
SUMMARY
• PEN added Friday.
• Uranium in focus. BHP is the third largest Uranium producer.
• The Bold Predictions.
• US Check Ins
• On The Call today.
End of Day Report
ASX 200 fell 2 points to 7496 in quiet trade fighting back from early small losses. Banks solid but unspectacular, the Big Bank Basket up to $193.85 (0.1%). Financials followed suit, MQG up 1.0% on Blackrock infrastructure deal and REITs doing ok, GMG up 0.6% and MGR rising 0.5%. Insurers better. Healthcare is struggling as…