We held an education day the other day and one thing became clear. A lot of self-directed investors have become trapped by habit. Sometimes you just need to stop and ask. “Am I doing the right thing?”. This article is for you. There are a few ways to manage your own investments depending on how…
The most likely thing to shock any shareholder and share price is company results. Results present a bi-annual moment of heightened risk for all stocks that report. We are coming up the Australian results season in August. Thanks to continuous disclosure requirements (meaning companies ‘dump’ information at results) and high-frequency trading (some of which now…
Transcript – TBC Disclaimer – Marcus holds Poseidon Nickel (POS) shares. Peter holds Poseidon Nickel (POS) and PAN shares. In the middle of a risk-off resources sell-down Marcus is on the Couch with Peter Harold, the CEO of Poseidon Nickel (POS). Peter covers the nickel market, the resources sell-down, the state of play at POS…
Am I just part of the older generation and getting out of touch or is the world becoming a crazy place? Everything is so complicated now. We seem to have lost the ability to find simple solutions. Our current power problems illustrate the issue very well. Only 30 years ago there was State Electricity Authority…
Transcript – click here Welcome to another episode of On the Couch from Marcus Today. And in this episode Henry Jennings is talking with Julian McCormack from Platinum Asset Management. In this podcast, Julian and Henry talk about the outlook for global markets as we head towards a recession and a continuing realignment of asset…
It was wonderful to read about Paul McCartney’s performance at the iconic Glastonbury Festival. The first Glastonbury festival since Covid needed some big names, but who would have expected to see Paul McCartney who turned 80 just before the festival began as a headline performance? As the write up from none other than the ‘The…
CSR (CSR) has announced an on-market share buyback of up to $100m and reaffirmed its FY23 outlook. Management highlighted the solid performance of its Building Products segment which is its largest revenue contributor at 72%, Aluminium sits at 13% and the balance is made up by Property at 12%. No hard numbers were offered in…
Orica (ORI) is a business tied to the resources boom and make no mistake, we are in the midst of one. The decarbonisation and electrification of the world coincidently requires a lot of stuff to be dug out of the ground. Orica’s main operations facilitate part of that process by providing explosives to the mining…
Transcript – TBC In this episode of ‘On the Couch’, Henry is speaking with Marcus and ask all those burning questions that members have sent us. We cover a huge range, from how broker research works, whether you should add leverage and gearing to build wealth, to the infamous ‘Collins Class Submarine’ rule (now an…
Worley (WOR) has come a long way since its start in 1893, an engineering company specializing in steam power. Its aim now is to deliver a more sustainable world and it is structuring itself to benefit from the current energy transition. It provides engineering, procurement and construction expertise to the upstream, midstream, chemicals, power, and…
