On the desk gets taken online as Victoria’s lockdown separates Ben, Chris and Tom. This week they mull the markets new all-time high, is it sustainable? Discuss the outlook for commodities and unpack a common retail investor mistake. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our…
Hansen Technologies (ASX: HSN) is a billing software provider that serves 600+ customers in over 80 countries. Most of its customers are in the utility space – think gas, electricity, water and communications industries. The company has been in focus recently following a deal with German telco provider, Telefonica, back in March. The agreement was…
This week Henry caught up with one of the smartest fund managers around. Many will be familiar with Nick Griffin from Munro Partners – he is a frequent valued contributor to Livewire and other media. Nick has spent the last 20 years managing long/short funds and most recently he is the founder and CIO at…
This morning Betmakers (ASX: BET) bid for Tabcorp’s (ASX: TAH) wagering arm. It is part cash and part shares. It values the wagering business at $4bn. There is $1bn in cash and $3bn in BET shares. The number of shares that BET proposes to issue would be fixed at the time that any potential transaction…
Mineral Resources (ASX: MIN) is more than your average miner with a few divisions under the umbrella. It recently presented at the Bank of America mining conference and highlighted that it is a leading pit-to-port mining services provider, a top-five lithium miner with joint ownership of the largest hard rock lithium deposit, and the fifth-biggest…
Henry sat down with Geoff Lord and Kurt Hansen from Tesserent (ASX: TNT) this week and spent a terrific 30 minutes chatting all things cyber and how the TNT business is going. Geoff Lord needs no introduction, and he was a lovely down-to-earth guy and very generous with his time. Some may remember Geoff from UXC which he founded, built, and…
APRIL 2021 SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA rose 3.73% in April, almost exactly matching the benchmark S&P/ASX 300 Accumulation index. The Growth SMA has risen 11.28% over the rolling 12 months – lagging the 31.58% rise in the benchmark index. The fact that we have underperformed…
We have had a few questions about what’s the difference between a LIC and an active ETF recently and thought I would explore this thought a little further. First, an LIC is a funds manager that uses their smarts to beat the market or at least their benchmark. Not all LICs trade anywhere near the…
A lovely subscriber wrote in and requested that I take a look at Uniti Group (ASX: UWL) – so here goes. UWL is a diversified provider of telco services that has been covered by Chris in Chart of The Day and put in as a trade in the TRADING IDEAS section of the newsletter. It…
This week’s On the Couch is with Betmakers (BET) COO Jake Henson. Given that we own BET in the MT Growth Portfolio, we thought it would be a good idea to catch up with all the trackside action and hear the story from the horses’ mouth. We talk about the opportunities ahead, BET’s recent Sportech…
