Balanced Portfolio Recommendation: BUY 7.5% Telix Pharma
BUY 6% Telix Pharma
Balanced Portfolio
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.
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.
Balanced Portfolio
Balanced Portfolio: Earnings Season Strategy Coal Sector Relative Value
ResMed Inc.(RMD) pioneer innovative solutions that treat and keep people out of the hospital, empowering them to live healthier, higher-quality lives. Our digital health technologies and cloud-connected medical devices transform care for people with sleep apnea, COPD, and other chronic diseases. and lower costs for consumers and healthcare systems in more than 140 countries.
Balanced Portfolio Recommendation: ADD 2% Challenger Group (CGF)
ADD to Challenger (CGF) into Earnings on the 13th August
Balanced Portfolio – SELL 5% Resmed (RMD) Take +10% profit
Balanced Portfolio – SELL 5% Resmed (RMD) Take +10% profit
We recommended buying ResMed Inc. (RMD) due to its potential for strong performance in the upcoming earnings season on the 29th of July
Balanced Portfolio – Defensively positioned
A minor equities panic has started to spread across global markets in the last few sessions as investors grow increasingly concerned that the US economy will go into recession.
To reassure you, the MPC Markets Balanced Portfolio is defensively positioned and while we are still not immune to the broader market weakness, we have been wary a move like this could happen
Balanced Portfolio Recommendation: Take Profit 4% Woolworth Group Ltd (WOW)
We advise selling 4% of our portfolio allocation in Woolworths Group Ltd (WOW). The stock has provided an 11% profit, rising from our entry at $30.8 to an exit at $34.2. Given the recent challenges faced by the company, including operational issues and potential management changes, there is uncertainty surrounding the upcoming earnings release. These factors could lead to a revaluation of the stock, making it a prudent time to lock in profits and reduce exposure.
Balanced Portfolio Recommendation: S&P500 Short ETF (Hedge)
Poor economic data out of the US has started to pile up along with soured sentiment on the Mega-Cap stocks and the AI thematic. We are recommending a 5% allocation to a portfolio protection tool or “short hedge” to buffer the damage from any downside move
Balanced Portfolio Update: Resmed Rallies on Earnings
ResMed Inc.(RMD) pioneer innovative solutions that treat and keep people out of the hospital, empowering them to live healthier, higher-quality lives. Our digital health technologies and cloud-connected medical devices transform care for people with sleep apnea, COPD, and other chronic diseases. and lower costs for consumers and healthcare systems in more than 140 countries.
Balanced Portfolio Recommendation: Switch 5% Newmont Corporation (NEM) to Northern Star (NST)
Northern Star Resources, one of the largest gold producers, operates major mines in Australia and Alaska. Despite its solid operations and strong cash generation, NSR is currently undervalued compared to its peers. This undervaluation, coupled with its ongoing growth plans, makes it an attractive investment.
Balanced Portfolio Update: BHP Quarterly
Overall, BHP has shown strong operational performance with record production in several key commodities and has met or exceeded its production and cost guidance for FY24. The company is actively progressing its growth and decarbonisation strategies, despite challenges in the nickel market.