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The Hedge

Henry Jennings I have written on the delights of having a small hedge in times of trouble and have had many emails asking for what level of hedging you should have? The answer is easy. It depends. Very JP Morgan when asked about where he saw the markets going. ‘It will be volatile’. The question…

Marcus Today SMA | May 2020 Update

FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) *Marcus Today/Thompson Reuters | 08/05/2020 | Details correct at time of publication. Past performance is not a reliable indicator of future returns. As of May 31 the Marcus Today Growth SMA is up 24.49% from the low on March 24 and is now up 3.35% since CV-19 hit…

Beat the herd

20 Ways to Beat the Herd

The Growth Portfolio we manage for our investors and Members ($55m) has outperformed over the COVID-19 outbreak. For us COVID-19 was not a disaster, the volatility it caused proved to be a fabulous opportunity instead. How have we outperformed? And why have we locked it in? At the risk of letting out our Secret Herbs…

Making Better Decisions

I thought this email was worth publishing. This email followed Henry's On the Couch session with Technical Analyst Regina Meani on Saturday: EMAIL FROM A MEMBER – Over the years I have tried and tested just about every indicator that exists. I also try to keep things as simple as practicable, but still effective, so have…

BUY HOLD SELL – REA Group (ASX: REA)

REA and its subsidiary companies make up a global online real estate advertising company headquartered in Melbourne, Australia. REA is majority-owned by News Corp Australia, a subsidiary of News Corp. The Group grew from realestate.com.au, Australia’s largest property website which remains number 1 across all platforms, with a monthly unique audience of 8.8m users. REA…

Bank Sector Ressurection

The Banks have over-provided for an Armageddon economic outcome that was based on over-cautious medical advice – The Australian bank sector has risen 14.13% in three days as it wakes up to the realisation that the economic recovery is coming faster than expected meaning GDP forecasts are too low (brokers are upgrading GDP forecasts), bank sector earnings…

EOS operates in the Space and Defence Markets

Buy Hold Sell: Electro Optic Systems (ASX: EOS)

Electro Optic Systems (ASX: EOS) supplies laser optic sights to the US, NATO and Australian military and counter-drone technology and has recently made an acquisition, Audacy, that will see it enter space. The company has cutting edge laser guidance systems allowing remote access targeting. It also has communication systems and now space capabilities. It is…