One member invested in technology stocks makes the point that most big technology stocks (Amazon) lost money for years and on that basis the stocks we consider to be in a bubble at the moment, which are losing money (APT, XRO), might not be a sell. My response is that you may be right but you are…
There are arguably two scenarios for the market that could play out between now and Christmas and making money in the stock market will depend on which one transpires. Here is a description of what those two scenarios might be and how you would play the stock market under both. The problem, of course, is…
Breville Group (ASX: BRG) is a maker of electrical appliances in the consumer products industry. Most of you likely own or have owned a toaster/kettle/sandwich press from them at a one point in your life. It is a great Australian brand founded in Sydney in the early 30s. The company operates through two main segments,…
This week on the Couch Henry hosts a very topical analyst from Shaw & Partners – Jonathon Higgins who covers the Consumer Discretionary and Information Technology sector which includes the very topical Buy Now Pay Later sector as well as stocks exposed to Cloud Computing. Jonathon joined Shaw and Partners in July 2017 as an Analyst in the Small-Cap team. Jonathon previously…
We were hoping to avoid having to make any radical asset allocation decisions ever again, but it is not every day the US market hits an all-time high in the middle of an economic crisis and then falls 6.9% in a day. That was the case in June, and it was enough to force our…
Renko charts are non-time based charts that are only concerned with price movement. Renko charts are “time independent” charts that do not have constantly spaced time axes. They are named after the Japanese word for bricks or “renga”. Here is a Renko chart of the S&P 500 this morning which has just ticked a sell…
The top 5 stocks in the S&P 500 account for 27% of the index. Year to date, which includes the coronavirus they are up: Apple +30.5% Microsoft +35.7% Amazon +66.7% Google +11.9% Facebook +18.7% Other top performers in the S&P 500 top 20 include: Tesla +226% NVIDIA +73.8% Netflix +55.3% Adobe +38.7% Paypal +67.8% Other…
This week On the Couch Henry talks ETFs with the Head of Content at ETF Securities Sara Allen. Sara is responsible for content creation and curation for ETF Securities. She has more than 10 years of experience in content and marketing across investments, superannuation, insurance and financial advice. Prior to joining ETF Securities in December…
Kogan (ASX: KGN) is a portfolio of retail and services businesses that includes Retail, Marketplace, Mobile, Broadband, Insurance and Travel offerings. To put all that in context, it has been dubbed by some the ‘Amazon of Australia’. Much of Kogan’s recent success has been fueled by a significant lift in sales, earnings and customers as…
On the Couch with Henry Jennings and Julia Lee This week we have another returnee to the couch, consummate professional and great friend of Henry – Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental…
