MARCH 2021 SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA fell 1.18% in March, falling short of the 2.3% rise in the benchmark S&P/ASX 300 Accumulation index. The primary reason for the under-performance through the month was our large exposure to the big three iron ore miners in BHP,…
Yesterday we had a number of emails and concerned subscribers on Afterpay (ASX: APT). The concern was that it was being attacked by short-sellers. There was an article in the AFR on short-selling APT due to the convertible note. I wrote back as did Marcus on the subject. The stock was down over 3% but…
Accent Group (ASX: AX1) – Last week’s ‘immaterial’ acquisition of retailer Glue Store sent the stock up ~11% on the day, turning eyeballs in this footwear retailer’s direction. The move brought back into focus its push into the apparel space, which started back in 2019. The share price has added ~80% since then, helped by…
Welcome to another special episode of ‘On the Couch’ with Henry Jennings from Marcus Today. This week I am talking to Doug Morris, the CEO of Sharesight. Some members will be familiar with this portfolio tracking platform and Doug runs through some of its features. We talk, Bitcoin, NFTs and the rise of fintechs and…
Tesla, Volkswagen, batteries, emissions, mergers. These are the buzzwords that dominate the lithium market conversation. Lithium and all that it entails is by no means a new thematic, rather, one that is being revisited with new eyes. It’s a sensitive topic for some, given the industry is coming out of a significant downturn in which…
Welcome to another special episode of ‘On the Couch’ with Henry Jennings from Marcus Today. This week we are joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT). John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with…
Betmakers (ASX: BET) is a back-end technology and data platform for online wagering operations in Australia and around the world. Not a gambling company just to be clear. The stock is up more than 450% in the last year, helped by an acquisition, a growing footprint in the US and the backing of a sector…
The Easter conversation that bounced around the walls of my parent’s house focused on property. Tom, when are you going to buy a house? Where would you like to live? Why would you buy there? Can you afford to live there? Have you been saving for a deposit? Maybe you should ask Marcus for a…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA rose 2.75% in February, outperforming the 1.48% rise in the benchmark S&P/ASX 300 Accumulation index by 1.27%. The Growth SMA has risen 15.86% over the past 12 months – outperforming the 7.06% rise in the benchmark index by 8.80%…
Another hot listing for this week’s Buy Hold Sell, Airtasker (ASX: ART). As pointed out in the Facebook group, it is arguably too early to provide as in-depth an appraisal of the company as we usually do, nor apply a rating to it. Instead, we have decided to orientate the piece as more of a…
