I am off on the bike this morning. By the time you read this I'll be half way to Port Macquarie on a BMW 1250 GSA. I will have missed the US market. I'll leave that to Matt this morning. I have Oliver filling in for me next week – a Baptism of Fire –…
Punching the air with MGFO, IVZ and ZIP.
‘Woodtoss’ thoughts.
A look at HM1 and RMD products.
IGO is an interesting one.
A few buy signals around in lithium (AKE, LTR, IGO, TLG) and Consumer Staples (COL, WOW) and Energy (WDS, STO, AGL).
16th Biggest stock in the market. $43bn market cap. A REIT with a great story, excellent growth prospects and solid numbers. An industry with high barriers to entry that has seen reduced competition. Adding to the MT Growth Portfolio. GMG reported on November 6 – the results were well received. Highlights include: $12.7bn of projects…
Wall Street rallied overnight after Google and AMD triggered a mega cap rally on renewed optimism surrounding artificial intelligence. The Dow gained 63 points (+0.17%). Up 110 at best. Down 32 at worst. The S&P 500 halted a three-day decline, up 0.80%, and the NASDAQ gained 1.37% to mark its highest close of 2023. US…
NADAQ POPS as Futures drop. Changes to the MT LONG TERM GROWTH PORTFOLIO – 35 down to 21 stocks – Removing Benchmark stocks – focusing on Growth stock picks. ORG – Added to the MT LONG TERM INCOME PORTFOLIO – GMG – BUY HOLD SELL – Added to the Growth Portfolio. Technology Sector Analyst Podcast.
Making changes to the Growth Portfolio – Focusing on growth not benchmarks
Not a bad 50 point turn around from our lows
