Trade Alert – International
We are tweaking the international equities portfolio, selling a mining stock and buying a global payments company.
Read more
Search results: Reports
Bonus Episode: Direct From The Desk – A deep dive into investment platform HUB24 (HUB)
Join Portfolio Manager James Gerrish & Analyst Michael Clark as they take a deep dive into Uranium Company Paladin (PDN) in the final episode of this series doing a deep dive into 6 stocks MM likes.
We start by looking at Uranium more broadly, the difficult past and optimistic future for a commodity that will be important in a decarbonized world.
Read more
Episode 6/6: Direct From The Desk – A deep dive into Uranium miner Paladin Energy (PDN)
Join Portfolio Manager James Gerrish & Analyst Michael Clark as they take a deep dive into Uranium Company Paladin (PDN) in the final episode of this series doing a deep dive into 6 stocks MM likes.
We start by looking at Uranium more broadly, the difficult past and optimistic future for a commodity that will be important in a decarbonized world.
Read more
Trade Alerts
We are tweaking the Flagship Growth, Active Income & the International Equities Portfolio's today
Read more
Episode 5/6: Direct From The Desk – A deep dive into buy now pay later juggernaut Zip Co (Z1P)
Join Portfolio Manager James Gerrish & Analyst Jono Higgins as they do a deep dive into buy now pay later company Z1p Co (Z1P). The stock has been under some pressure in recent times, however both James & Jono believe it's good buying around $7 for investors that can handle some volatility & have a growth mindset.
Read more
Trade Alerts
We are making some amendments across most portfolios as foreshadowed in this mornings note.
Read more
Episode 3/6: Direct From The Desk – A deep dive into ship builder Austal (ASB)
Portfolio Manager James Gerrish & Senior Analyst Aiden Bradley take a deep dive into ship builder Austal (ASB) in the 3rd Installment of a 6 part series discussing 6 stocks James & the Market Matters team like
Read more
Trade Alerts
MM is making some amendments to our Income, Emerging Companies & International Equities Portfolio's. NB: SMS alerts are reserved for changes to our Flagship Growth Portfolio
Read more
Episode 2/6: Direct From The Desk – A deep dive into software business Altium (ALU)
Join Portfolio Manager James Gerrish & Senior Analyst Jules Copper as they do a deep dive into software business Altium (ALU). The stock has had a difficult time over the last 12 months, and now trades very close to it's 12 month lows. The market remains split and somewhat skeptical of the companies current guidance and therein lies the opportunity.
Read more
