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James Hardie (ASX: JHX) buy hold sell

BUY HOLD SELL – James Hardie (ASX: JHX)

James Hardie (ASX: JHX) is in the building and construction game. Its operating segments are North America, Europe Fibre Cement, and Asia Pacific Fibre Cement. The majority of its revenue comes from North America. Australia only accounts for ~11% of revenue. It manufactures a range of fibre cement building materials for both internal and external…

The Overpricing of Technology

One member invested in technology stocks makes the point that most big technology stocks (Amazon) lost money for years and on that basis the stocks we consider to be in a bubble at the moment, which are losing money (APT, XRO), might not be a sell. My response is that you may be right but you are…

Two Scenarios

There are arguably two scenarios for the market that could play out between now and Christmas and making money in the stock market will depend on which one transpires. Here is a description of what those two scenarios might be and how you would play the stock market under both. The problem, of course, is…

PointsBet (ASX: PBH)

BUY HOLD SELL – PointsBet (ASX: PBH)

PointsBet (ASX: PBH) provides a cloud-based wagering platform. It operates through three segments: Australia Trading, Technology and United States. Its product offering includes Fixed Odds Sports, Fixed Odds Racing and PointsBetting. PointsBetting is available on all sports across sporting leagues, allowing clients to increase their winnings from a bet based on the spread of the…

At What Cost

The cost of the Covid19 virus worldwide is huge.  Some, mainly from my generation, pay with their lives.  Others pay with their jobs, their businesses, or with their mental health.  The government is paying a fortune supporting people who have lost their jobs and can’t feed the family and pay their rent or mortgage.  Money…

It’s Technology Stupid

The top 5 stocks in the S&P 500 account for 27% of the index. Year to date, which includes the coronavirus they are up: Apple +30.5% Microsoft +35.7% Amazon +66.7% Google +11.9% Facebook +18.7% Other top performers in the S&P 500 top 20 include: Tesla +226% NVIDIA +73.8% Netflix +55.3% Adobe +38.7% Paypal +67.8% Other…

Weekly Sector Charts

Comments by Ben O'Leary – Portfolio Manager ASX 200 Heikin-Ashi chart – Threatened to break higher but the rally is evaporating, and the index is ultimately still trading sideways. Economic numbers a dulling the hopes of a V-shaped recovery despite the US getting back to work. Still waiting for the break one way or the…