Marcus Today SMA | March 2021 Update

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,…

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afterpay (ASX: APT) delta hedge

Afterpay (ASX: APT) and the Delta Hedge

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…

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Should millenials buy property?

Should Millennials buy property

My first car was paid for with the cash I earned cutting water cress in Whitwell for 10 hours a day, six days a week for ten weeks in the summer of 1979. I had to stand or kneel all day in water, bending up and down. Health and safety at work was a thing…

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Accent Group (ASX: AX1) store

ASX: BUY HOLD SELL – Accent Group (ASX: AX1)

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…

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looking at lithium

LOOKING AT LITHIUM

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…

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