Reporting Season Calendar August 2021
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On the Couch with Dr Mohammad Choucair CEO Archer Materials (AXE)
This week Henry is On the Couch with the CEO of Archer Materials (AXE). As many already know we had a One Stock Portfolio challenge and Henry picked AXE which has doubled since recommended. AXE is at the forefront of the brave new world of Quantum computing and Mohammad is super smart and a lovely…
On the Couch with Adam Dawes from Shaw and Partners
On the Couch with Adam Dawes from Shaw and Partners talking reporting season, wine and one stock portfolios… This week I catch up with my good friend Adam Dawes from Shaw and Partners. Adam is a great guy and he shares his four stocks that he is currently recommending to his clients and I put…
On the Desk Talking Our Financial, IT and Communication Services Picks
Ben, Chris, and Tom continue to construct their “one stock from each sector” portfolios, choosing their top picks from the Financials, IT, and communication services sectors this week. Nine down, three to go. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
BUY HOLD SELL – Healius (ASX: HLS)
Healius (HLS) is a leading healthcare company that operates three main segments – pathology, imaging, and day hospitals/IVF. Recent support has flowed from its involvement in COVID testing, the pathology unit hit the 3m tests milestone back in May. The emergence of the Delta strain signalling to some that testing is likely to remain a…
On the Desk Talking Our Healthcare, Consumer Discretionary and Consumer Staples Picks
Ben, Chris and Tom continue to construct their “one stock from each sector” portfolios, choosing their top picks from the consumer discretionary, consumer staples, and healthcare sectors this week. Six down, six to go. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
BUY HOLD SELL – Integral Diagnostics (ASX: IDX)
Integral Diagnostics (IDX) – Is a leading provider of medical imaging services in Australia and New Zealand. IDX provides state-of-the-art diagnostic services at 72 radiology clinics, including 26 comprehensive sites (which offer a greater suite of services). The business employs some of Australia’s leading radiologists and nuclear medicine specialists. IDX has quietly moved through the…
On the Desk Talking Our One Stock Per Sector Portfolios
This week the boys begin to construct their “one stock per sector” portfolios, following on from the “one stock portfolio” idea with a bit of friendly competition to keep it interesting. Kicking things off we hear some insight into their preferred companies from each of the resources, industrial, and energy sectors. Get more insights and…
BUY HOLD SELL – Johns Lyng Group (ASX: JLG)
Johns Lyng Group (JLG) is a building services company that specialises in emergency construction works. Its core business centres around restoration of properties that have been damaged by insured events like floods and fire. Its client base is made up of insurance companies, local and state governments, and retail customers. Most (80%) of JLGs revenue…
On the Desk Talking Post-it Notes and End of Year Predictions
What “Post-it notes” will we wish someone had put on our screen in 12-months time? This week On the Desk the team give their thoughts and pitch a few left-field ideas that make for a fun discussion. Chris poses a couple of questions to Tom and Ben without notice, and we outline an idea that…