04 December 20

Iron ore surges, are we long enough? (A2M, TWE, FMG, RIO, BHP, VALE US)

03 December 20

Coal is threatening to rise like a phoenix (CRM US, WHC, NHC, YAL)

02 December 20

Overseas Wednesday – International Equities & Global Macro Portfolio (BIN, TWE, TTD US, ZM US, GOOGL US, WFC US, SVXY US, VGK US)

01 December 20

3 “elastic bands” MM considered in the last 24-hours (CBA, CGC, TWE, MFG, PPT, RHC, CSL)

30 November 20

Subscribers questions (WZR, WSP, APX, SES, FDV, RUL, NCM, AMS, PPE, SHL, HLA, SO4, Z1P, NXT, CMV)

27 November 20

Is the Australian Media Sector ready to move higher? (OML, NEC, SWM, EGG, SXL, TTD US)

26 November 20

Will the song remain the same? (NAB, MP1, IFL, PPT, CIM)

25 November 20

Overseas Wednesday – International Equities & Global Macro Portfolio (MSFT US, TSLA US, CRON US, GOOGL US, QQQ US, SVXY US)

24 November 20

The British pound is suggesting BREXIT will be resolved very soon.(XRO, MP1, SGM, VUK, PDL)

23 November 20

Subscriber Questions (IEM, CWN, IGL, PLS, NHC, WHC, AZJ, AGL, RMC, QFN, CMW, KGN, RAC, MIN, THL NZ, ORI)

20 November 20

Has the COVID-19 ruling created an opportunity in the Insurance Sector? (LLC, VOC, QBE, SUN, IAG)

19 November 20

Why we believe gold is getting close to a buy (CWN, A2M, CGC, NCM, NST, EVN)

18 November 20

Overseas Wednesday – International Equities & Global Macro Portfolio (ABY, CWN, GOOGL US, MSFT US, TTD US, QQQ US, IEM)

17 November 20

Our view of a rising “Aussie” on some market heavyweights may surprise people (CWN, SGR, CBA, CSL, BLD, COH)

16 November 20

ASX marred by technical issue, closed much of the day, Overseas market tracking higher

16 November 20

Subscribers questions (SXL, CLW, VEQ, RMS, REA, AGL, STO, WEB)

13 November 20

Do we like Airlines as a recovery play? (FMG, LUV US, QAN, AAL US, 1055 HK, LHA GY)

12 November 20

Stocks cool after 5 hot sessions, Telstra rallies (XRO, IGL, EHL, TLS, WES)

12 November 20

Is Beijing’s crackdown on tech an opportunity, or reason to bail? (PFE US, XRO, BABA US, 700 HK, JD US)

11 November 20

Overseas Wednesday – Bond yields are the game changer into 2021 (TTD, GOOGL US, BRK US, SEAS US, QQQ US, VGK US)

10 November 20

Pfizer sends the market into “melt up” what MM might buy & sell (MFG, APX, MP1, BVS, BHP, RHC, CBA, BIN)

09 November 20

Subscribers questions (AMP, Z1P, ELO, TLS, LBY, MCP, WZR, BVS, NBI, FMG, NIO US)

08 November 20

Market Matters Weekend Report – equities get the ultimate US election result

06 November 20

The US election result from the gods for equities (FLT, NCM, BSL, S32)

05 November 20

Could the lack of “blue wave” mean “4 more glorious years” for tech? (FMG, APX, MP1, BVS, Z1P, XRO)

04 November 20

Overseas Wednesday – International Equities & Global Macro Portfolio (BABA US, 700 HK, UBS US, WFC US, COPX US, DBA US)

03 November 20

Are Australian Education stocks well placed into 2021? (OZL, BHP, IEL, 3PL, GEM)

02 November 20

Subscribers questions (AAPL US, SGR, RIO, WSA, MFG, BABA US, TBF US, BVE, GOR, AVE, IFN, CEN, TNG)

30 October 20

Why is Gold failing as an insurance against global uncertainty? (AMP, JBH, SEK, NCM, EVN, RRL)

29 October 20

Topical switches again catching our attention (APT, ZIP, BIN, CWY, SGR, CWN)

28 October 20

Overseas Wednesday – International Equities & Global Macro Portfolio (CTD, PYPL US, LB US, CARR US, COPX US, DBA US)

27 October 20

Have the e-commerce stocks run too hard, too fast? (AAPL US, CSL, MMM, ABY, TPW, KGN, ADH)

26 October 20

Subscribers questions (CCL, BUB, MP1, EHL, AZS, HLS, ASM, ARF, BLD, TYR, IGL, COPX US)

23 October 20

Are the likes of REA Group & Carsales.com worth chasing? (MMM, OZL, CSL, JBH, REA, DHG, CAR)

22 October 20

Tapping into China’s impressive economic growth – who do we like? (MP1, Z1P, APT, ORE, WSA, FMG, A2M)

21 October 20

Overseas Wednesday – International Equities & Global Macro Portfolio (APT, Z1P, XOM US, MSFT US, UBS US, QQQ US, DBA US)

20 October 20

Is Boris Johnson and COVID creating some opportunities in UK facing stocks? (CWN, SGR, TYR, APT, AMZN US, PDL, BVS, SGM)

19 October 20

ASX rallies, CBA more positive on housing, Crown in the crosshairs again (CBA, CWN)

19 October 20

Subscribers questions (ORG, OPY, RSG, RCE, WAM, CIE)

16 October 20

3 things catching our eye as James continues his postie run – Part 2 (Z1P, APT, AMZN US)

15 October 20

RBA helps market to 6 month high (WHC, WZR)

15 October 20

3 things catching our eye as James sets off on his postie run (BOQ, DBA US, RIO, XRO, AAPL US)

14 October 20

Overseas Wednesday – International Equities & Global Macro Portfolio (WHC, LLOY LN, TTD US, IEM)

13 October 20

Is this the time for Fund Managers to outperform? (BIN, CWY, AMZN US, JHG, NWL, MFG, PPT, PTM, IFL, CGF)

12 October 20

Subscribers questions (FUEL, VMT, AWC, ATVI US, ALQ, WPL, IFL, IFT NZ, BKW, APT, JHG, OVH, KGN, SPL, HAW)

11 October 20

Market Matters Weekend Report – ride the wave!

09 October 20

Is the Healthcare Sector poised for some catch up? (CWN, SGR, RHC, CSL, COH, RMD, ANN)

08 October 20

Is it time to jump back into the banks? (SEK, CBA, NAB, UBS US)

07 October 20

Overseas Wednesday – International Equities & Global Macro Portfolio (APT, CWN)

06 October 20

A quick overview to start the week (CBA, AAPL US, XRO, BHP)

02 October 20

3 themes remaining in play (Z1P, APT, MSFT US, XRO, BHP)

01 October 20

The runway for the BNPL Sector – see video (CTD, PYPL US, Z1P, APT)

30 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (A2M, BOQ, TTD US, QQQ US, ETPMAG)

29 September 20

Stocks / sectors to consider for a Trump, or Biden victory (A2M, CTD, ASB, LLC, SGR)

28 September 20

Subscribers questions (PAN, MXWO, APX, MP1, QQQ US, BABA US, MQG, AAPL US, NAB, BVS)

25 September 20

Teslas “Battery Day” was both interesting & insightful for investors (NCM, TSLA US)

24 September 20

The gold sectors back in our sights (APT, FMG, NCM, EVN, NST)

23 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (XRO, ZM US, QQQ US, ETPMAG)

22 September 20

Is the tech correction complete? (VUK, APX, MP1, V US, AMZN US, QQQ US, ETPMAG)

21 September 20

Subscribers questions (WSA, MNY, DEG, JHG, TLS, SSM, CSR, WZR, MYS, Z1P, CLW)

18 September 20

Is now the time to snap up tech stocks? (FMG, APT, AAPL US, ALU, MP1, WTC)

17 September 20

MM’s favourite 3 from Macquarie’s recovery picks (SNOW US, SGR, APX, RHC)

16 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (TAH, GOOGL US, BHP LN, QQQ US, ETPMAG)

15 September 20

Are coal stocks finally attracting some real buying? (CWY, BIN, WHC, NHC, YAL)

14 September 20

Subscribers questions (Z1P, APT, AAPL US, TSLA US, MOZ, PBH, IFL, RMD, MFG, NEA, BHP)

11 September 20

The Pounds sharp drop will hinder some ASX200 names (NEA, TSLA US, VUK, PDL, BVS)

10 September 20

3 local stocks on our radar during the “tech shake-up” (SPOT US, AAPL US, SGM, VOC, IPL)

09 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (CSL, ZM US, JHG US, QQQ US)

08 September 20

Simplifying the talk around options causing the latest tech rout (OZL, 9984 JP)

07 September 20

Subscribers questions (APT, SPT, FFF, WHC, THR, NCM, EVN, NST, BUB, ORE, MYR, PAR, SPL, SHL)

04 September 20

Can we find a diamond in the rough – Part 2 (XRO, VOC, CGF, NUF, OML)

03 September 20

Can we find a diamond in the rough as the US “dogs” outperform (XRO, KO US, CGC, BIN, PDL, IPL, AVH)

02 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (APT, ZM US, TTD US, AAPL US, TSLA US, ETPMAG, SVXY US, PSQ)

01 September 20

Should we wait for IOOF, or look elsewhere in the sector? (RIO, NWH, VOC, AMZN US, IFL, JHG, MFG, PTM)

31 August 20

Subscribers questions (IFL, EHL, CIE, STA, CSL, CRN, CSCO US, PPE, Z1P, CWY, BIN, RIO, MIN, VOC, BPT, GMA)

28 August 20

Evaluating 5 outperformers asking if “we’ve missed the boat” (APX, WHC, GOOGL US, RWC, ARB, SUL)

27 August 20

Look at the lumber price when you consider an economic recovery (BVS, AAPL US, GDX US, JHX, BLD, BKW, SOL)

26 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (BIN, EHL, GOLD US, GOOGL US, JHG US, DBA US, ETPMAG)

25 August 20

Are the Telco’s waking from their slumber? (700 HK, TPG, TLS, VOC, CNU, SPK)

24 August 20

Subscribers questions (HT8, GMV, CSL, PPT, MNRS, SPT, AGL, AMP)

21 August 20

Should we keep chasing cloud based stocks? (CSL, MMS, APT, MSFT US, MP1, NXT, XRO)

20 August 20

Who else could be at risk from China’s commercial actions? (CTD, OZL, APT, TWE, A2M, NUF, ELD, BKL)

19 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (TWE, MND, RIO, GOOGL US,JHG US, JPM US, DBA US, ETPMAG)

18 August 20

Stepping back & reviewing our “underwater positions” – Part 2 (BEN, CTD, SSM, BIN, NWH)

17 August 20

Subscribers questions (LYC, HLS, SLR, NCM, MSB, CL1, VOC, GOLD, GDX, PPH, ISX, ILU, OCL, MQG)

14 August 20

Stepping back & reviewing our “underwater positions” (TLS, TWE, EHL, BPT, CGC)

13 August 20

Do we still like commodities after golds plunge? (REH, AAPL US, 700 HK, BPT, RIO)

12 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (GOOGL US, JHG US, BAC US, GOLD US, ETPMAG, DBA US, VAE, ASIA)

11 August 20

Searching for “3 ideas” to create outperformance into Christmas (CBA, APT, CAT US, BHP, NWH, SVW, BOQ, BAC, BPT)

10 August 20

Subscribers questions (FMG, CNEW, CQQQ US, AUZ, WPL, GXY, HVN, NAB)

07 August 20

How do the online classified stocks look as IT booms? (BHP, HVN, SEK, REA, CAR)

06 August 20

3 stocks who enjoy a rising $A (NCM, JBH, HVN, WES)

05 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (APT, GOOGL US, JHG US, WFC US, GOLD US, ETPMAG, VAE, ASIA)

04 August 20

Is this the final tourism washout? (QAN, WEB, FLT, CTD, SYD, SGR)

03 August 20

Subscriber Questions (PPT, NCM, Z1P, MYR, FOZ, ADB, S32, WSA, SCG, SCP)

31 July 20

3 positions MM are considering this morning (NCM, APT, JHG US)

30 July 20

The Fed has spoken – the $$ taps still on! (NAB, RIO LN)

29 July 20

Overseas Wednesday – A look at tonight’s US Fed meeting (RIO, GOOGL US, JHG US, GOLD US, SLV US, ETPMAG)

28 July 20

The Psychology of investing & especially “FOMO” (IAG, CSL, NCM)

27 July 20

Subscribers questions (PPT, OML, PGH, KTD, BABA US, SDA, MCT, MQG, DOW, SPT, AUDS, SFR, AVH)

24 July 20

Where are the short-sellers “hanging out” as the market grinds higher? (NWH, MFG, WEB, ING, BOQ, Z1P, JBH)

23 July 20

Be mindful of the $A’s impact on earnings (APT, MQG, CSL, RMD, COH, ANN, RHC)

22 July 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (FMG, MSFT US, AAL LN, ANTO LN, GOLD US, SLV US, ETPMAG)

21 July 20

Perhaps all that glitters is not gold? (SSM, NCM, S32, SVL, SLVP US, SLV US, ETPMAG)

20 July 20

Subscribers questions (EHL, NCM, AZJ, Z1P, UWL, DTL, PBH, WBC, MIN, CAN, RSH, NTD)

17 July 20

Gold “feels” poised to follow in the NASDAQ’s footsteps – time for some profit taking? (WES, Z1P, APT, GDX US, NCM, NST, EVN)

16 July 20

The reflation play roars ahead, what stocks can play “catch-up” (OZL, RIO, ILU, S32, IGO, NCM)

15 July 20

Overseas Wednesday – Reviewing the US tech MM uses on a daily basis (HUBS US, TWLO US, SPT, ZM US, TEAM US, FB US, GOOGL US, TTD US)

14 July 20

“Buy now pay later” stocks get hotter by the day! (ORE, APT, Z1P, OPY, SZL)

13 July 20

Subscribers questions (TSLA US, NWH, STO, IFT NZ, OZL, APT, QAN, NXT, Z1P, IGL, BIN, TYR, SSM, WOR, IVC, MAQ, SGP)

10 July 20

Can MM find a gem amongst the 10 cheapest large caps? - Part 2 (VUK, BOQ, BEN, RIO, DOW)

09 July 20

Buy now pay later stocks surge (TWE, PPS)

09 July 20

Assessing Bell Potter’s top tech picks for FY21 (NST, BIN, XRO, UWL, IFM, PWH)

08 July 20

Overseas Wednesday – Leaders & Laggards in our International Equities portfolios (AAPL US, TTD US, JPM US, WFC US)

07 July 20

Can MM find opportunity amongst the 10 cheapest large caps? Part 1 (AMZN US, BPT, FMG, NST, CGF, CIM)

06 July 20

Subscriber Questions (EHL, ABP, COF, BSE, STA, LLC, WPL, ABC, SDA, SIQ, HAV)

03 July 20

“Shorts are for the beach” – for now at least (OZL, RHC, MQG, BHP, SUL, TCL, SIQ)

02 July 20

A brief Thursday Report (CSL, WEB, SUN)

01 July 20

Wednesday with a “twist”(Z1P, MNY, DTC)

30 June 20

3 “Buy buttons” MM is looking to press very soon! (WSA, BVS, SBUX US, IEU)

29 June 20

Subscribers questions (FB US, COH, CGC, MRK US, BMY US, PAC, WHC, BLG, IAF, IGB, AVH, RXL, ALK, BVS, MXWO, ORE, IEU, LSF, KKC, PE1, 5GN)

26 June 20

3 stocks of interest as we learn from March – Part 2 (OZL, BIN, BLD, WHC)

25 June 20

3 stocks of interest as we learn from March (NCM, RMS, ALL, TCL)

24 June 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (WSA, MCR, GOOGL US, SBUX US, SVXY US, IEU)

23 June 20

Is it now time to switch from iron ore? (WSA, PAN, MCR, RIO, SFR, S32, WHC, ILU)

22 June 20

Subscribers questions (OKU, CHZ, GPR, APT, KGN, TNK, BHP, BBOZ, TYR, Z1P, GDX)

19 June 20

Checking out 3 of the ASX’s worst performers (HVN, VALE US, EVN, FLT, PPT, WHC)

18 June 20

4 stocks we might sell in the weeks / months ahead (APX, AAPL US, MQG, BPT, XRO, BBOZ)

17 June 20

Overseas Wednesday – Updating our key macro calls

16 June 20

When & what to start buying? (HYG US, NAB, WPL, BLD, APX, APE)

15 June 20

Seller no buyer for the afternoon (HLS)

15 June 20

Subscribers questions (FMG, SYD, US GDXJ, BBOZ, IGL, REA, NXT, MP1)

12 June 20

The Fed smashes stocks & sends gold higher, for how long? (ITX SM, GDX US, NCM, NST)

11 June 20

The Fed has spoken – rates lower for longer, buy Gold (HVN, APX, NCM, EVN)

10 June 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (CSL)

09 June 20

Subscribers questions (WBC, GXY, UMG, GNC, SDA, Z1P, XRO, APT, IRE, OVH, AUDS, VALE US, IPL, BGL, EVN)

05 June 20

Retail Sales plunges -17.7%, stocks are clearly looking forward (TCL, APX, APE, HVN, WEB, BAP, SUL)

04 June 20

Will the Fund Managers catch up to equities? (CBA, NAB, XRO, TTD US, PPT, PTM, PNI, PDL, IFL)

03 June 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (VALE US, SH US, SVXY US, UDN US)

02 June 20

Is it now time to take our money from the iron ore names? (BIN, BHP, RIO, FMG)

01 June 20

Subscribers questions (QAN, XRO, WZR, DOW, ALX, WTC, ALL, ALU, LLC, CPU, LNK, IFL, APA, BABA US, EHL, CSL)

29 May 20

What’s next after the banks? (WPL, IFL, NAB, AMP, EHE)

28 May 20

Healthcare’s coming off the boil, where should we accumulate? (CBA, CSL, COH, RHC, ANN, RMD, FPH)

27 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (WEB, WBC, JPM US, WFC US, UBS US, UNH US, IEM, BNKS)

26 May 20

Should we chase Australian Travel stocks? (WEB, FLT, QAN, SYD)

25 May 20

Subscribers questions (FANG, BBOZ, SCG, RWD, XRO, BHP, AEI, MQG, CSL, MVP, AWC, ETHI, Z1P, NXT, GMG, OZL, JHG, VRT, TWE, WPL, SRG, ORE, OVT, FMG, OCG)

22 May 20

Has the “easy money” already been delivered by the Oil stocks? (FMG, NWH, MRNA US, STO, BPT, BHP)

21 May 20

What horses should we back for a “V-shaped” recovery? (CGC, NSR, SYD, GMG, IEL, AAC, ALL)

20 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (GS US, CAT US, VALE US)

19 May 20

Is it time for iron ore or gold, or both? (FMG, RIO, BHP, NCM, NST, SAR)

18 May 20

Subscribers questions (SO4, WBC, MP1, MSB, A2M, BUB, GMA, ANZ, FMG, NST, XRO, BRK/B US, NCM, SYD, AIA)

15 May 20

3 Consumer Stocks who may benefit from our “new lifestyles” (XRO, NSR, FLT, EVT, CWN, ALG)

14 May 20

Has Aprils almost 50% plunge in new car sales created any opportunities? (AWC, BRG, APE, CAR, ARB, GUD)

13 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (GMG, 2330 TT, SHOP US, JPM US, QQQ US)

12 May 20

To “Tech or not to Tech” that is the question (IPL, GNC, AAPL US, MSFT US, XRO, ALU, APX, TYR)

11 May 20

Subscribers questions (ATL, IGL, AVH, IEM, QQQ US, ERA, PDN, STO, MXWO, EOS, QAN, S32, NCM, NXT)

08 May 20

Path to normality announced (MQG)

08 May 20

Evaluating 5 Australian “deep value stocks (BHP, GMG, AAPL US, CTD, KMD, VUK, AWC, MND)

07 May 20

Does MM see value in the struggling Insurance Sector? (BIN, CWY, MPL, NHF, QBE, IAG, SUN)

06 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (NSR, PSA US, UBS US, UNH US, QQQ US, SLVP US)

05 May 20

6 stocks MM are happy to buy (JBH, LLC, SKI, SYD, PDN, AMZN US)

04 May 20

Westpac defers interim dividend (WBC, APT, FLT)

04 May 20

Subscribers questions (BBOZ, VUK, DEG, NAB, FMG, RHC, QBE, IVC, SUL, SPT, TLS, OVH, AVH, MXWO, TNE, QQQ US)

01 May 20

How to position ourselves for the next phase of economic stimulus (LLC, DOW, MND, CWY, BIN)

30 April 20

COVID-19 has accelerated the move away from cash, where are the potential winners? (NAB, CWN, APT, V US, TYR, EML, Z1P)

29 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (LLC, AMZN US, BP LN, FUEL, QQQ US)

28 April 20

“The Banks are back in town”, what now after NAB? (NAB, REH, JBH, CBA, WBC, JBH, BEN, VUK, MQG)

27 April 20

Subscribers questions (SHL, AMC, BXB, SCP, CGF, SLM, WNB, FLT, BPT, STO, WEB, TGF, TNG, WPL, OOO, A2M, ELO, KGN, BHP, BGA)

24 April 20

“Keep it simple stupid” (KISS) in today’s uncertain environment (STO, EHL, JNJ US, XRO, TNE, NXT, TTD US, AMZN US)

23 April 20

How to play Australia’s rapid deceleration in Housing construction (BLD, JHX, BKW, ABC, LLC)

22 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (XOM US, AMZN US, FUEL, QQQ US, UDN US) **Global ETF Portfolio - Buy FUEL. AXW**

21 April 20

Oil below zero as volatility & opportunity both return! (WPL, BPT, CSL, APX, REH, COH)

20 April 20

NAB takes hit ahead of reporting (NAB, S32)

20 April 20

Subscribers questions (CBAPF, TLS, COL, MVP, COH, QBE, NXT, MFG)

17 April 20

Is Gold bracing for another big move? (COH, REH, TCL, MSFT US, NCM, NST, SAR)

16 April 20

Is there an Amazon in the Australian IT sector? (WPL, UNH US, CSL, AMZN US, BVS, XRO, NXT, TNE, APX)

15 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (MSFT US, AMZN US, FUEL, QQQ US)

14 April 20

Subscribers questions (RIO, OZL, WBC, CBA, FMG, COH)

09 April 20

Is now the time for Iron Ore, Oil, Copper or Gold? (WBC, OSH, OZL)

08 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (NSR, MCD US, SBUX US, QQQ US, OOO)

07 April 20

From Capital Raisings to potential switches, it’s all happening! (FLT, REH, SXL, AIA, SYD, SGM, RHC, WSA, JBH, CGC)

06 April 20

Subscribers questions (NAB, MQG, WEB, APT, HBRD, BPT, MHH, COH, MXWO, CWNHB, IGL, TCL, SWM, CBAPF)

03 April 20

The MM Growth Portfolio post COVID-19 – Final instalment (IEL, WEB, CBA, BAP, JBH, TPM, TCL)

02 April 20

Overseas Note (on Thursday!) – International Equities & Global Macro ETF Portfolios (TCL, SBUX US, FB US, OOO)

01 April 20

The MM Growth Portfolio post COVID-19 – Part 2 (VAH, QAN, CSL, RHC, HLS, XRO, ALU, ALL, CWN)

31 March 20

The MM Growth Portfolio post COVID-19 – Part 1 (COL, BPT, STO, WBC, JHG, EHL)

30 March 20

Subscribers questions (SGP, TCL, SYD, CCL, MQG, MTS, JIN, WHC, XRO)

27 March 20

Round 1: Retailers v Landlords (JBH, HVN, LOV, SCG, SGP)

26 March 20

Four stocks we believe can rally strongly – Part 2 (QAN, COH, REA, GMG, TNE)

25 March 20

4 stocks we believe can rally ~50% from here (CWY, MFG, STO, PMV, JBH)

24 March 20

Looking for a diamond in the rough of the tourism / travel sector (WEB, FLT, SGR, CWN, ALL)

23 March 20

Subscribers questions (CCP, RHC, MQG, BHP, IGL, FPH, XRO, KKC)

20 March 20

A tough week let’s be positive at least its Friday!

19 March 20

The coronavirus tsunami is approaching our shores – where to hide? (S32, NHF, FLT, WTC, CWN)

18 March 20

Overseas Wednesday – What will produce meaningful calm in financial markets (SYD, TCL, BHP, V US, TBF US)

17 March 20

Deep breath : 5 stocks we like today! (CBA, COH, XRO, STO, BPT, CSL, WEB)

16 March 20

Subscribers questions (CBA, CSL, TSLA US, SGM, VUK, AFL, EHL, FMG)

13 March 20

Looking out from the eye of the storm (QAN, WEB, ENN, VRL, SYD, EHE, ALL)

12 March 20

COVID-19 now deemed Pandemic, policy response arrives

11 March 20

Biden firms as Democratic favourite, US Futures drag our market into the red (AMC, NCM)