This weeks, On the Desk, Ben looks in to the investment options provided by ETF’s and takes a deeper dive into what makes up Cloud Computing ETF (CLDD). Tom presents a stock review on Sims Ltd (SGM), Ben and Tom face off in a Buy/Hold/Sell lightning round, and Chris answers a couple of listener questions. Email the…
Coming in from a day’s sailing I’m often asked “How do you do it”, particularly if it has been a rough day. I’m the oldest active sailor in the club and whilst I rarely win, I can still be competitive. My answer is always the same: “I’ve been lucky, lucky to have some good genes…
Market Risks and Opportunities With market volatility back in the spotlight, the guys take a look at the biggest risks and biggest opportunities present in the market. Plus, Chris and Ben go head-to-head in a round of On The Desk trivia. If you have a question, be it about macro factors, stock, sectors, a please…
With Chris away, Tom and Ben are joined by a very special guest in Henry Jennings. Sit back and enjoy as Henry shares his own “origin story”, detailing how he went all the way from the London pits to Macquarie’s Australian office, and a few pieces of wisdom he picked up along the way (plus…
In this episode of ‘On the Couch‘, Henry sits down on the virtual sofa to chat with the boss and put some of your questions to him, and of course as its reporting season, some thoughts on the winners and losers so far. Plenty here for listeners to take away from Marcus’ wise words. A…
A couple of new segments this week, Tom presenting his “Stock of the Week” – hint: it’s WiseTech (WTC), and Ben going deep in to a couple of unloved sectors in consumer staples and industrials. Plus, the guys introduce an exciting new development, inviting listeners to submit their questions. If you have a question, be…
This week On the Desk, Chris and Ben go head-to-head in the “Great Debate” over the future of Lithium. Plus, the guys each give their top tip to help navigate reporting season. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
Wisetech (WTC) offers a cloud-based solution to the global logistics industry. Enabling and empowering the world’s supply chains the glossy tagline on the first page of its annual report. Half-year results are on February 23. Full-year guidance of $600-635m requires 18-25% revenue growth which was reaffirmed back in November. Peak margin growth was one concern…
If you Google the title “How much do you need to retire” you will see hundreds of articles on the subject, most of which have been written by financial planners, fund managers and accountants. The Marcus Today ‘community’ has many financially sophisticated (and unsophisticated) retirees in its ranks many of whom have already experienced decades…
In our first episode of ‘On the Couch‘ in 2022, we catch up with Nick Griffin (CIO) of Munro Partners and James Tsinidis (Portfolio Manager) and we talk decarbonisation, and how to get set for this huge change that is coming. Plus, as markets melt down across the globe, we ask Nick and James what…
