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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BUY HOLD SELL – Betmakers (ASX: BET)

Betmakers (ASX: BET) is a back-end technology and data platform for online wagering operations in Australia and around the world. Not a gambling company just to be clear. The stock is up more than 450% in the last year, helped by an acquisition, a growing footprint in the US and the backing of a sector…

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How to play the housing market

How to play the housing boom in the ASX

The Easter conversation that bounced around the walls of my parent’s house focused on property. Tom, when are you going to buy a house? Where would you like to live? Why would you buy there? Can you afford to live there? Have you been saving for a deposit? Maybe you should ask Marcus for a…

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SMA

Marcus Today SMA | February 2021 Update

SMA PERFORMANCE   MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium   The Marcus Today Growth SMA rose 2.75% in February, outperforming the 1.48% rise in the benchmark S&P/ASX 300 Accumulation index by 1.27%. The Growth SMA has risen 15.86% over the past 12 months – outperforming the 7.06% rise in the benchmark index by 8.80%…

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correction

How to handle a correction

It has been two years since the bottom of the market on March 23, 2020. Since then, the ASX 200 is up 65.5%…if you bought at the absolute low and sold a year later.    For any fund manager getting abused for not achieving 54.44% in the post pandemic recovery year, you might point out…

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airtasker (ASX: ART) buy hold sell

BUY HOLD SELL – Airtasker (ASX: ART)

Another hot listing for this week’s Buy Hold Sell, Airtasker (ASX: ART). As pointed out in the Facebook group, it is arguably too early to provide as  in-depth an appraisal of the company as we usually do, nor apply a rating to it. Instead, we have decided to orientate the piece as more of a…

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