Macro Ho Hum – Next signpost the US CPI number on Wednesday. WBC ex-dividend – ANZ and MQG on Monday. CBA trading update today. ASA Conference coming up – see you for a drink on May 19. If we built an Australian Growth ETF what would be in it?
The Top 200 stocks – a breakdown of what’s on offer. (I’ll have to do this another time – ran out of time today)
EDUCATION CORNER – Nothing wrong with Big Super.
ASX 200 retreated significantly as bank weakness, retail woes and commodity issues pushed us down…
SUMMARY The S&P 500 resumes its 3EMA uptrend. ILU roars ahead. Up 5.3% on its…
SUMMARY Giving up on the correction until proven otherwise. Preferring the US to Australia. The…
ASX 200 trades quietly up 11 points at 7805 (+0.1%) after a great day yesterday.…
Giving up on the correction until proven otherwise. Preferring the US to Australia. Weight of money holds everything up. Happy to buy banks with buybacks supporting high multiples. Respecting the change of trend in FMG.
Buying FMG in the One Stock Portfolio.
Adding a 20% holding in FANG in the Strategy Portfolio.
Buying a 5% holding in WBC in the Income Portfolio. Ex-dividend tomorrow.
Buying 5% holding in ANZ in the Income Portfolio. Ex-dividend on Monday.
Assessing stocks to buy in Growth Portfolio.
RBA wash up – Not good for housing and consumer discretionary.
US stocks closed edged higher overnight, just finishing above the flatline in a fairly uneventful…