BUY HOLD SELL – Wisetech (ASX: WTC)

Wisetech (WTC) offers a cloud-based solution to the global logistics industry. Enabling and empowering the world’s supply chains the glossy tagline on the first page of its annual report. Half-year results are on February 23. Full-year guidance of $600-635m requires 18-25% revenue growth which was reaffirmed back in November. Peak margin growth was one concern…

Read more

The Misleading Chart Theory

One of our vigilant Members (Richard) picked me up on this chart of Flight Centre (ASX: FLT) in the newsletter on Tuesday. As we frenzy about borders opening the temptation is to buy travel stocks like Flight Centre for a return to their pre-pandemic glory and the chart ‘suggests’ that if Flight Centre got back…

Read more
Feb 2022 - Henry on the Banks

Henry on the Banks

THE MACHINE Henry on the Banks. Hands up who remembers the Hayne Royal Commission into the Banking Industry? You must remember it? Surely it was game-changing. All those banking chiefs heading to Canberra and court wearing hair shirts, saying sorry and falling on their swords? Remember that? Remember ‘thingamabob’ from CBA resigning and ‘whatshis’ name…

Read more
Retirement Stories

Retirement Stories

If you Google the title “How much do you need to retire” you will see hundreds of articles on the subject, most of which have been written by financial planners, fund managers and accountants. The Marcus Today ‘community’ has many financially sophisticated (and unsophisticated) retirees in its ranks many of whom have already experienced decades…

Read more

CUSTOMER SERVICE JOB AT MARCUS TODAY

WE ARE LOOKING FOR SOMEONE IN A CLIENT SERVICES ROLE – FULL OR PART TIME Marcus Today is on the lookout for two experienced full-time or part-time (3 days a week) client services professionals to join our close-knit and friendly team. We are based in Cheltenham (Bayside) Melbourne. Unfortunately, Riley is off to America on…

Read more

BHP UNIFICATION – GOOD OR BAD?

BHP Unification. If it was that clear we wouldn’t be writing about it. So, let’s explain. First of all – WHY IS IT HAPPENING There is a lot of fluff about changing the structure to provide a simpler and more agile company but that’s the marketing.   The real reasons include: Because as a common…

Read more