Ben, Chris and Tom continue to construct their “one stock from each sector” portfolios, choosing their top picks from the consumer discretionary, consumer staples, and healthcare sectors this week. Six down, six to go. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
This week the boys begin to construct their “one stock per sector” portfolios, following on from the “one stock portfolio” idea with a bit of friendly competition to keep it interesting. Kicking things off we hear some insight into their preferred companies from each of the resources, industrial, and energy sectors. Get more insights and…
What “Post-it notes” will we wish someone had put on our screen in 12-months time? This week On the Desk the team give their thoughts and pitch a few left-field ideas that make for a fun discussion. Chris poses a couple of questions to Tom and Ben without notice, and we outline an idea that…
Welcome to another session ‘On the Couch’. This week, Henry catches up with the Co- Founder of EMVision, Scott Kirkland. EMVision is a ASX listed Sydney company bringing portable and accessible devices for stroke patient treatment both in a hospital setting and the next step in ambulances. Fast decisive action in stroke victims is imperative…
A harmless question in the office sparks debate about the polarising one stock portfolio. Tune in for Ben, Tom, and Chris’ top three picks and the sectors that they expect to outperform in the next 12-months. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE…
I canvassed the Marcus Today Team this week asking what stock they would put into their own personal “One Stock Portfolio”. The answers were interesting. The question was based on our recent article about the ONE STOCK PORTFOLIO and our Member who turned $157,000 into $12m (now $15.3m) – Click below. Note that picking your one…
It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the reaction to overnight events and realise that we look too closely at the market. Much too closely, because, as always with investment in hindsight,…
In this weeks’ special ‘On the Couch’, we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital. As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC which we first started buying in…
How important is it to have a trading plan? This week on the desk we discuss this question, what the future holds for former market darling NextDC (ASX: NXT), and what you need to know for the end of financial year. Get more insights and stock ideas from the Marcus Today with a 14-day free…
