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…
Ben, Chris, and Tom continue to construct their “one stock from each sector” portfolios, choosing their top picks from the Financials, IT, and communication services sectors this week. Nine down, three to go. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
Ben, Chris and Tom continue to construct their “one stock from each sector” portfolios, choosing their top picks from the consumer discretionary, consumer staples, and healthcare sectors this week. Six down, six to go. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
This week the boys begin to construct their “one stock per sector” portfolios, following on from the “one stock portfolio” idea with a bit of friendly competition to keep it interesting. Kicking things off we hear some insight into their preferred companies from each of the resources, industrial, and energy sectors. Get more insights and…
What “Post-it notes” will we wish someone had put on our screen in 12-months time? This week On the Desk the team give their thoughts and pitch a few left-field ideas that make for a fun discussion. Chris poses a couple of questions to Tom and Ben without notice, and we outline an idea that…
