Month: October 2020
Before I think about the weekend report I like to update the chart pack and do some reading or news and research, listening (podcasts particularly from the US) – research – looking for as many “light bulb” ideas as possible. Usually there are a number of different thematics which catch my attention and hence the report starts coming together, obviously by definition the intention is to make the missive topical and useful for subscribers over the coming weeks / months. In today’s rapidly evolving market if we don’t keep our finger on the pulse we might as well be writing about the Napoleonic Wars.
ARB Corporation (ARB) +2.14% Traded higher today on the back of a solid first quarter update as demand for 4WD accessories spikes. ARB, which manufactures a broad offering of car accessories aimed at the off-roading and camping market, has seen revenue 17.7% higher than last year, dropping down to an unaudited pre-tax profit of $29.7m […]
Budget – more winners Lots of research out about the budget today with the consensus being that it’s bullish for many stocks and there is a distinct lack of losers – the market certainly felt that way today as it roared ahead. The basis of the budget is to invigorate a private-sector led recovery with getting people […]
Really bullish, there's more to go in the reflation rally
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