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.
Balanced Portfolio
Balanced Portfolio Recommendation: Sell – Macquarie Group Ltd (MQG)
Macquarie Bank is set to announce earnings, consistently demonstrating a remarkable record of exceeding expectations. MQG is a cornerstone in our portfolios, showcasing reliable performance. We advise purchasing a 2%-4% allocation of MQG shares on Thursday, anticipating a potential gap-up at Friday’s market open, following the release of positive updates.
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.
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.
Strategy Update: Agriculture Reporting Season – Switch 2% of NUF to GNC
The final leg of our agricultural earnings season strategy, we are recommending a switching the 2% allocation in Nufarm to GrainCorp
Balanced Portfolio Recommendation: Trim Short Nasdaq (SNAS)
The Nasdaq hedge is unlikely to work over the short-term as the thesis of the rate hiking cycle being finished, combined with the 70% occurrence of a “Christmas Rally”
Strategy Update: Agriculture Reporting Season – GrainCorp Earnings Update
GrainCorp’s FY23 earnings showcased robust performance with an EBITDA of $565 million, strong international demand, record FFO results, and strategic UMG stake liquidation.
Balanced Portfolio Recommendation: Add – Nufarm (NUF) 2%
Agricultural Earnings Season Update 13/11/2023
Strategy Update: Agriculture Reporting Season – Elders Earnings Update
Elders have reported results this morning beating expectations and rallying 10%. This positivity
Balanced Portfolio Recommendation: Trim Neuren Pharmaceuticals (NEU)
At all time highs, we recommend a trim of 1% (one third) of the holding
Strategy Update: Agriculture Reporting Season Update
The Biden administration has flagged $79bl as a point where the US will top up their strategic reserves, we see crude oil here at $77 good value and risk/reward