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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.
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Alerts

Trade Alert

MM are adding a new stock to the Flagship Growth Portfolio today
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Alerts

New Podcast Series: Direct From The Desk, a deep dive into a stock, sector or event that you should be across

Introducing a brand new Podcast Series to Market Matters Members, Direct From The Desk.  Over the next six weeks, Portfolio Manager & Author of Market Matters James Gerrish will be chatting with one analyst per week providing a deeper dive into a stock that is on the Market Matters radar.  A new episode will be released each Tuesday and emailed directly to members. 
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Alerts

Trade Alert

MM are buying a technology stock into current weakness.
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Alerts

Trade Alerts

We are making some amendments to the majority of portfolio's largely with the same view - to increase cash into strength. We're not turning bearish the market but we do want more flexibility than we currently have going into a seasonally weak period. 
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Alerts

Trade Alert

We’re selling our 5% holding in Alumina (AWC) to increase cash as the market shows signs of wobbling.
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Latest Reports

Alerts

Trade Alert

MM are adding a new stock to the Flagship Growth Portfolio today

Alerts

New Podcast Series: Direct From The Desk, a deep dive into a stock, sector or event that you should be across

Introducing a brand new Podcast Series to Market Matters Members, Direct From The Desk.  Over the next six weeks, Portfolio Manager & Author of Market Matters James Gerrish will be chatting with one analyst per week providing a deeper dive into a stock that is on the Market Matters radar.  A new episode will be released each Tuesday and emailed directly to members. 

Alerts

Trade Alert

MM are buying a technology stock into current weakness.

Alerts

Trade Alerts

We are making some amendments to the majority of portfolio's largely with the same view - to increase cash into strength. We're not turning bearish the market but we do want more flexibility than we currently have going into a seasonally weak period. 

Alerts

Trade Alert

We’re selling our 5% holding in Alumina (AWC) to increase cash as the market shows signs of wobbling.

more
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