Alpha Portfolio Recommendation: Buy – Liontown (LTR)
A bounce in the Lithium spot price after a dramatic year long fall should see Liontown bounce back towards it $3 takeover bid price
Closing Bell 6th December: Market Rallies as GDP Growth Underwhelms, Rate Cut Hopes Ignite ASX Surge
Australia’s GDP grows just 0.2% in Q3, sparking market rally with ASX up 1.5% as traders bet on imminent RBA rate cut amid economic slowdown.”
Balanced Portfolio Recommendation: Trim Take Profit – CSL Ltd (CSL)
The CSL position that we put on initially is now 10% in the money. We are looking to trim 2% or 1/4 of our position to take a profit.
Closing Bell 5th December: Hawkish or Dovish Pause?? RBA Cash Rates Held at 4.35%
RBA holds rates at 4.35% in year-end decision, aiming to balance inflation control with economic growth amid global uncertainties and domestic market trends.
Closing Bell 4th December: Bitcoin Breaks $40,000 Barrier Amid Fed Rate Hike Pause Speculation
Bitcoin surges past $40,000 as Fed’s Powell hints at possible pause in rate hikes, fueling optimism in crypto markets for upcoming US ETF approvals.
Balanced Portfolio Recommendation: Buy IPD Group Ltd (IPG)
Shifting from Ventia to IPD, leveraging Ventia’s 9% return for IPD’s undervalued potential, aligns with our strategy for value-driven, defensive investment opportunities.
Alpha Portfolio Recommendation: Buy – Deep Yellow (DYL)
Deep Yellow offers a strong investment opportunity, poised to benefit from the global surge in nuclear energy demand following COP28’s pledge to triple nuclear capacity by 2050.
Weekend Edition: 2nd December 2023
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Closing Bell 1st December: Oil Sinks as Traders Disappointed with OPEC+ Cuts
Today’s market saw tech stocks dip amidst global economic shifts, with key sectors responding variably to mixed manufacturing data and OPEC+ production cuts.
Closing Bell 30th November: ASX Edges Up Amid Bank Gains and Origin Energy’s Takeover Rejection
The ASX slightly rose, driven by financial sector gains, while Origin Energy declined after rejecting a takeover bid. Oil prices increased before the OPEC+ meeting.
Strategy Update: Switch 2% of Neuren Pharma (NEU) to Telix Phama(TLX)
Switching from Neuren Pharma (NEU) to Telix Pharma (TLX) in our balanced portfolio, capitalizing on Telix’s innovative cancer treatment advancements and market potential.
Closing Bell 29th November: Australia’s CPI Eases to 4.9%, Fueling Optimism in Market and Interest Rate Outlook
Australia’s CPI drops to 4.9% in October, lower than expected, sparking a rally in interest rate-sensitive stocks and stabilizing the Australian dollar.