January 2024

Balanced Portfolio

Balanced Portfolio Recommendation: Switch 2% ResMed (RMD) to Clinuvel Pharmaceuticals Ltd (CUV)

With the recent run in RMD we are looking to bank some profits here at $29 (+20%) while we see further upside in the stock, the risk that further developments in the GLP-1 space could derail this recent run. Particularly a study due from Eli Lily a maker of Zepbound in the next month.

We still prefer exposure in the healthcare space and are recommending a switch of our RMD allocation to Clinuvel (CUV) a skin disease treatment for sufferers of EPP. They are also in Phase 2 of a stroke treatment drug which is looking promising 

Bulls vs. Bears

Bulls vs. Bears: Tech Earnings Tumult & Trump’s Turmoil

In this episode of “Bulls vs. Bears,” we dive into the thriving US tech stock market and dissect the latest US company earnings. Joining David Koch, Kai Chen provides insights on Ausbiz’s “The Call”. Mark shares his expertise on risk management. We also spotlight Jonathan’s impressive trade with Yancoal, yielding a notable 18% return in just a month. The episode rounds off with a comprehensive review of the trading week, covering stocks, bonds, commodities, and FX markets, offering listeners a deep dive into the current financial landscape.

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