Newsletters are a cyclical business and all of us in the industry know that when the stock market turns down things will become harder for all of us, for Members and their investments and for Marcus Today as a business. Thankfully most corrections are short and sharp (the GFC was 18 months long which is…
Signs of the top are things that, (only) in hindsight, will make it obvious that the market was coming up to a top. Things that in the cold light of a correction will blatantly reveal that investors, if not the world, had lost their objectivity. Things that the Man in the Moon can see but…
This week Ben, Chris, and Tom pick out a “Buy” and a “Sell” from the results season so far and discuss their bogey stocks – The ones they can’t seem to get right. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
First up – Don't get too emotional about your big holdings in BHP or RIO or FMG (or other iron ore stocks) today – don't worry – we're going to wake up to iron ore up 20% one day soon. It's a market, it's not the end of the world. It is all about exploiting…
With August 2021, results season in full flight, the boys reveal the companies that have surprised and disappointed them, talk about the signs of an expensive market, and discuss how to approach adding exposure to a stock around its results. Get more insights and stock ideas from the Marcus Today with a 14-day free trial…
This week Marcus Padley and Henry Jennings are on the Couch together talking a few War Stories. Broking in the 80’s, Cuppa Soup, smoking, alcohol and no PCs. Research was only just starting and commissions were 1.65% and went up (!) for larger orders. We talk about the ’87 Crash and the best thing to…
This week the boys dissect their thoughts on results season, looking at what we can expect and highlighting some things they are looking out for. Plus, a call on iron ore and a comment on whether or not to hold on to APT. Get more insights and stock ideas from the Marcus Today with a…
A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Grey Mining Limited. In the early 1990s he led the teams that discovered the…
We are into the results season and these days, for equity investors, the results month is like being on a battlefield during an artillery barrage wearing fluoro orange. You never quite know when you’re going to get blown up. We are into the results season and these days, for equity investors, the results month is…
