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The Bottom Line

  • MM likes both ALU and LLC while we are remaining patient towards the banks for now.
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Relevant suggested news and content from the site

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Major Movers
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Weekly Video Update: James & Harry on Altium (ALU), Crown (CWN, Santos (STO) / Oil Search (OSH)
Income Report: Asset allocation framework when targeting income
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Markets @ Midday – Tuesday 27th July
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Oz Minerals (OZL)
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Market Matters Webinar: Portfolio Positioning
Income Report: Asset allocation framework when targeting income
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Markets @ Midday – Monday 26th July
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Temple & Webster (TPW)
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Weekly Video Update: Recent inactivity, BNPL Stocks & Praemium’s (PPS) result
Income Report: Asset allocation framework when targeting income
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Markets @ Midday – Friday 23rd July
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ASX200
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Weekly Video Update: The macro dynamics impacting certain market sectors
Income Report: Asset allocation framework when targeting income
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Markets @ Midday – Thursday 22nd July
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