This week the boys dissect their thoughts on results season, looking at what we can expect and highlighting some things they are looking out for. Plus, a call on iron ore and a comment on whether or not to hold on to APT. Get more insights and stock ideas from the Marcus Today with a…
A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Grey Mining Limited. In the early 1990s he led the teams that discovered the…
We are into the results season and these days, for equity investors, the results month is like being on a battlefield during an artillery barrage wearing fluoro orange. You never quite know when you’re going to get blown up. We are into the results season and these days, for equity investors, the results month is…
This week Ben, Chris, and Tom finish constructing their “one stock from each sector” portfolios, choosing their top picks from the utilities, gold, and property sectors. Plus, the boys touch on the market ahead of results season and discuss if the AfterPay takeover is a sign of things to come in the M&A space. Get…
This week Henry is On the Couch with the CEO of Archer Materials (AXE). As many already know we had a One Stock Portfolio challenge and Henry picked AXE which has doubled since recommended. AXE is at the forefront of the brave new world of Quantum computing and Mohammad is super smart and a lovely…
SMALL MONEY VERSUS SMART MONEY I have never liked the expression “Smart money.” It is demeaning to individual investors and used by the finance industry to imply they are smart and the rest of you are by implication “Dumb”. But a lot of supposedly smart professionals do some very dumb things, and a lot of…
Using ATR (Average True Range – Explanation here) as a percentage of share price you can rank the volatility (risk) of stocks relative to each other. I have done this below. Although it might be interesting to look at which stocks are the riskiest (which usually singles out the growth stocks, the best performers) it might…
At the suggestion of a member, I am reading three books by Mark Minervini. I was persuaded by the idea that he is one of the most trolled traders in the US. Corny titles but worth the read. Available on Amazon, there are three titles. The first book is about how to identify "Super" growth…
On the Couch with Adam Dawes from Shaw and Partners talking reporting season, wine and one stock portfolios… This week I catch up with my good friend Adam Dawes from Shaw and Partners. Adam is a great guy and he shares his four stocks that he is currently recommending to his clients and I put…
