SUMMARY Nvidia up 7.5% after hours on results at the top of guidance. Glad we still hold FANG, HNDQ and IHVV in the Strategy Portfolio. Busy busy busy. Busiest day of results is today. CSR gets a bid approach at 900c. Don’t hold it. RIO results – why they are irrelevant. Results of stocks we…
ASX 200 rose 3 points today to 7611 as Nvidia and results were the focus. Super Thursday. Banks eased across the board, insurers mixed SUN up 0.8%. The Big Bank Basket down to $201.82(0.2%). MQG slightly higher, up 0.5%. REITs slipped a little. Healthcare better, CSL up 0.3% and RHC up 0.5%. In the industrials,…
Overnight, the S&P 500 and Dow Jones saw slight gains, advancing 0.13% each, while the NASDAQ dipped for a third consecutive session (-0.32%), pressured by rising treasury yields after the Fed's January meeting minutes reaffirmed a cautious approach to rate cuts, as the market awaited Nvidia results after the bell. US 2Y Treasury yield rose…
SUMMARY WTC hits an all time high after jumping 11% on results yesterday. Iron Ore falls again. Staying in cash in both the BHP and MQG OSPs. NASDAQ prints a weekly sell signal. Likely to reverse tomorrow with NVIDIA up after hours. GOR hits a 52-week low as gold is sold off following the delay…
Follow the money is the result season mantra. Added two uranium stocks. Lithium stocks shrug off early losses. PLS today. CSR bid- only WGN left.
Wall Street began the holiday-shortened week lower in a quiet day of trade, with the S&P 500 down 0.6%, NASDAQ off 0.92%, while the Dow Jones hovered around flatline (-0.17%). NASDAQ weighed down by Nvidia, tumbling 4.4% ahead of its earnings report, while small-caps Russell 2000 fell 1.41%, erasing last week's gains. US Treasury yields…
It is not just about landmines but opportunities. Adding more HZR, more MAD. Looking at JDO. BHP CFO briefing. On The Call today on Ausbiz.
SUMMARY BHP falls 1.1% on results with more expected today. Glad we’re in cash. MQG down 0.5% yesterday vs the market near flat. Staying in cash. IVV prints a daily sell signal while IHVV prints a weekly sell signal. Froth coming off. PME recovers strongly from the post-results selloff. SHL falls into oversold territory. ANZ…
Big Tech drops its pants ahead of Nvidia results tonight. Some early (daily) sell signals on US ETFs – IVV and NDQ. Lithium stocks trashed again overnight. Chinese rate cut upsetting Chinese economic confidence. Iron ore down 5.1%. BHP and RIO down 3.7% and 4.6% in the US overnight. Stocks we hold with results today – RIO, NAB (Qly update), WOW, STC, SIQ. Other Results today – STO, DMP, CTD. Stocks we hold – Today we look at BHP, SHL and MMS after yesterday’s results. CBA ex-dividend 215c FF today.
