Alpha Recommendation: BUY PWR Holdings (PWH)
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Alpha Recommendation: BUY Megaport (MP1)
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Bulls vs. Bears: Episode 31: Earnings Lay Bare the Hits and Misses
This week, mega-cap earnings disappoint as investors ask “where’s the revenue”, US economy starts to show cracks and middle east conflict flares up (again)
Balanced Portfolio Recommendation: BUY 7.5% Telix Pharma
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Pre-Market Pulse 16th August – “what recession?” Retail sales show US consumer still spending
Stocks closed higher for the sixth straight session Thursday, as fears of an economic slowdown were dispelled following stronger-than-expected labor market and retail sales data.
Balanced Portfolio Recommendation: Sell (stop-loss) Nufarm (NUF)
We recommend reallocating 2% of our portfolio from Elders (ELD) to Nufarm (GNC). This decision is based on the realization of a 9.2% profit in Elders and the assessment that Nufarm is currently undervalued, as supported by its recent earnings report and market conditions.
Pre-Market Pulse 15th August – Stocks drift higher as Investors put Inflation in the rear-view mirror
Stocks drifted higher driven by encouraging data showing a continued slowdown in inflation. This has raised expectations that the Federal Reserve might soon begin cutting interest rates, potentially as early as next month.
Pre-Market Pulse 14th August – Stocks rally as inflation shows further signs of easing
Stocks surged overnight as fresh evidence of easing inflation bolstered expectations for a Federal Reserve rate cut as early as next month, causing Treasury yields to drop.
Balanced Portfolio: Results from CGF (FY2024)
Overall, Challenger’s financial results for FY2024 appear to have exceeded market expectations, particularly in terms of profitability and EPS growth, despite slightly lower total Life sales. The company’s performance has been recognized by an increased dividend and a positive outlook from most analysts.
Pre-Market Pulse 13th August – Investors take a welcome breather ahead of inflation data
Investors took a welcome breather to start the week as key inflation data is due over the next few days
Pre-Market Pulse 12th August – Both Bulls and Bears battered this week as stocks finish close to unchanged
Both bearish and bullish Investors were battered and bruised this week as the recovery in stocks continued following a major selloff earlier this week when concerns about an incoming recession took center stage and a recovery in the latter half of the week left us largely unchanged