SMALL CAP PORTFOLIO Escaped the carnage thanks to LRS. Patriot Battery Metals (PMT) – Conflicting reports. Makes LLL look cheap. PMT in a halt. LLL up 12% early. Ask the Analyst podcast link. Usual US Check-Ins. And what do you want from your End of Day Report? Your chance to shape the newsletter. Ask the…
THE WEEK THAT WAS – TRIPLE B Week! Instead of being ‘bewitched, bothered and bewildered’, we finished ‘battered, bloody and bruised’ after a nasty old week on the ASX. ASX 200 down 161 (2.24%) on the week with a nasty 237 point drop in the last three days of the week. So many conflicting pieces…
SUMMARY Nasty day and more in store. Where is that recession? What to do with WBT. A look at another member’s suggestion. Best chart I have seen for a while. The shock absorber is working but no one cares! Ask the Analyst tonight at 5.30pm. SMALL CAP PORTFOLIO 3.00 pm Update Not all bad news…
SUMMARY Not the best timing in JLG but positive acquisitions and placement demand were strong. UPDATE – Shows this morning as the stock is virtually unchanged for now. A look at two members’ requests in IMD and ATC. Great guest for On the Couch next week. Not Cathie Wood but the next best thing. Ask…
SUMMARY Added JLG yesterday just in time for the capital raising this morning. Beauty. Latest Ausbiz Investment Committee episode was released. Oh, What a feeling! Does Toyota make battery breakthrough? ASX losing more stocks. Harry Kane candidates. Livin’ in a material world. Alternative investments. Ask the Analyst Friday at 5.30pm. SMALL CAP PORTFOLIO 2.45 pm…
SUMMARY LRS going well. Next stop 40c? A look at two laggards. JLG and CTD. Adding one watching the other. Why is the Cape Schiller ratio over 30 an issue? Apple hits $3 trillion, what can you buy for that. Ask the Analyst Friday at 5.30pm SMALL CAP PORTFOLIO 2.30PM Update RBA keeps rates on…
SUMMARY A look at one that Adam Dawes talked about on the latest podcast. UMG taps home for another Harry Kane winner. A11 – DFS a little disappointing last week. Presentation to come today. Usual US check-Ins. The Kennel Club in session. 3.00 pm Update Good push in LRS continues. AGY joining the fun following…
A much better week for equities as the ASX 200 bounced 1.5%. The RBA beckons on Tuesday next week , with another line ball decision for Phil and his board. This week we saw a nice drop in the monthly CPI to 5.6%. But as I wrote this week, before we all get too carried away just remember that many price rises kick off on July 1st, not least of which will be energy prices. Lucky that the petrol price is coming down( down 6% last month). Maybe we need to buy a generator and cut out the AGLs of…
SMALL CAP PORTFOLIO Friday 30th June – Happy New Year 2.45 pm Update A nothing day. EOFY is seeing not much change at the index level. 15-points either way. In small stocks, LRS is coming off after a stellar week/month. Had to happen at some stage. LLL is taking up the mantle today with a…
