On the Couch with Gold Fund Manager Hedley Widdup

Henry’s Guest this week is Hedley Widdup, an executive director at Lion Selection Group (LSX). LSX is a listed specialist investor in small and mid-cap gold miners and explorers. Hedley started life as a geologist on some of the country’s most iconic projects including Olympic Dam, Mt Isa (Black Star open cut), and St Ives Gold Mine. In…

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James Hardie (ASX: JHX) buy hold sell

BUY HOLD SELL – James Hardie (ASX: JHX)

James Hardie (ASX: JHX) is in the building and construction game. Its operating segments are North America, Europe Fibre Cement, and Asia Pacific Fibre Cement. The majority of its revenue comes from North America. Australia only accounts for ~11% of revenue. It manufactures a range of fibre cement building materials for both internal and external…

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On the Couch with Andrew Weilandt

On the Couch with Andrew Weilandt

This week on the couch Henry has an old buddy Andrew Weilandt from DP Wealth Advisory in Toowoomba. Some of you will have seen Andrew on the TV, he is a regular guest on Ausbiz and used to do shows with Henry at Sky Biz and Yourmoney. Andrew is the managing partner at DP and…

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The Overpricing of Technology

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…

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Two Scenarios

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…

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On the Couch with BNPL Analyst Jonathon Higgins

On the Couch with BNPL Analyst Jonathon Higgins

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…

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Marcus Today SMA | June 2020 Update

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…

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ASX Education – Renko Charts

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…

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