Into the Relapse Zone

AN INTERESTING THOUGHT Into the Relapse Zone – We are coming into the “Relapse Zone”, the period after restrictions are lifted – in particular, the market is interested in the experience in the US and UK. The world is watching to see if they have lifted lockdowns too quickly (as looks likely). You can track…

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axs 200 sell signals

ASX 200 sell signal

I was on the ABC this morning – has delayed me a little bit this morning. What was the sign in the background? I have been emailed a few times. It was this: It’s a representation of my assertion that we have been through the ‘World is going to end panic’, we have then seen…

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Growth-Portfolio

How to use a model portfolio

The Marcus Today Model Portfolios – Growth and Income – are the core of what we do. They are where all of our analysis (both fundamental and technical), reading, discussions, debate and decision-making are crystallised into actionable outcomes. They are how (along with Marcus’ Strategy articles) we pass messages about the market. Quite simply, they are…

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Income investing 101

Income Investing 101

Many retirees open a bank account for dividends. Every stock they buy they do the paperwork directing the share registry to pay any dividends into that bank account. Non-retiree investors, as well as some of the wealthier retiree investors, will elect instead to have the registry use the dividend to buy more shares under the…

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ASX: BUY HOLD SELL – MGR

Mirvac Group (MGR) is engaged in real estate investment, development, third-party capital management and property asset management. MGR has three main segments, each responsible for the following Office & Industrial: manages the office and industrial property portfolio to produce rental income, along with developing office and industrial projects. Also manages joint ventures and properties for…

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ASX Education: The inefficient market hypothesis

INEFFICIENT MARKET HYPOTHESIS You may have heard of ‘EMH’, the ‘efficient market hypothesis’. Anyone who’s read the introduction to any text book on financial theory can tell you all about it. EMH basically says that you can’t beat average returns because the markets are at all times “informationally efficient”, that is to say all prices…

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Marcus Padley working as a stock broker in London

ASX Education: Ten Investment Rules

I have been writing the Marcus Today newsletter for over twenty years and read something called “Farrell’s Rules” over thirty years ago. There is an article about ‘Farrell’s Ten Rules’ below which you might find interesting, but as I read them, I realise they are a bit old, and I’m sure we can do better.…

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