Comments by Ben O'Leary – Portfolio Manager ASX 200 Heikin-Ashi chart – Threatened to break higher but the rally is evaporating, and the index is ultimately still trading sideways. Economic numbers a dulling the hopes of a V-shaped recovery despite the US getting back to work. Still waiting for the break one way or the…
WHAT IF I TOLD YOU…? …that a company that makes no profit and has risen 600% plus from its lows in March, is raising $800m and the two company founders were selling $250m worth of shares and potentially more to come in November. Of the $800m in fresh equity, $650m will be sold through a…
This week On the Couch Henry talks ETFs with the Head of Content at ETF Securities Sara Allen. Sara is responsible for content creation and curation for ETF Securities. She has more than 10 years of experience in content and marketing across investments, superannuation, insurance and financial advice. Prior to joining ETF Securities in December…
Marcus was interviewed by Livewire in July 2020 – this is the transcript from their article – the full article plus comments can be found here. In his usual no-mincing-words style, Padley shares with me his strategy and outlines the steps you too can take to become a better investor today. He also discusses why…
Kogan (ASX: KGN) is a portfolio of retail and services businesses that includes Retail, Marketplace, Mobile, Broadband, Insurance and Travel offerings. To put all that in context, it has been dubbed by some the ‘Amazon of Australia’. Much of Kogan’s recent success has been fueled by a significant lift in sales, earnings and customers as…
Now its not a criticism, it is an education – at the bottom of the research in the disclaimers they will tell you (a lot more plainly than most brokers) that they have done corporate deals for the following small companies UWL GSS MSB A4N NIC BYE PBH MAD CBR – in other words they…
On the Couch with Henry Jennings and Julia Lee This week we have another returnee to the couch, consummate professional and great friend of Henry – Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental…
THE REALITY OF PUTTING YOUR MONEY IN A BIG INDUSTRY OR OTHER SUPER FUND There are a couple of lessons to be learned from the recent correction. The first is that most fund managers do nothing and did nothing. And that's a fact of life for anyone in big industry and super funds. It’s not…
Some long-term Members might remember the story about one of the Marcus Today Members who used to work in a Collins Class submarine on weapons systems (computer whizz). When they surfaced he would download stock-market data. When they submerged he would spend many hours of idle time back testing numbers looking for patterns in share…
