Sectors: Technology
This is a quality growth stock that has strong earnings momentum. More broadly, the market has now pulled back into our 6500 targeted range and we’re stepping up and increasing our weighting to the market. We view this as a moderate risk stock and our initial plan is to hold over the medium term.
This is a quality growth stock that has strong earnings momentum. More broadly, the market has now pulled back into our 6500 targeted range and we’re stepping up and adding this new holding to the Growth Portfolio with a 3% portfolio weighting. We view this as a moderate risk stock and our initial plan is to hold over the medium term.
VanEck Vectors China New Economy ETF is an exchange-traded fund incorporated in Australia. The ETF seeks to provide investors with access to a portfolio of the most fundamentally sound companies with the best growth prospects in the consumer discretionary, consumer staples, healthcare, and technology sectors that are domiciled and listed in China.
“Hello James et al, can you tell me what the problem is with Magellan (MFG). The company has one of the best in the business in Hamish Douglass steering the ship and yet the share price has fallen by ~24% since November?” – Cheers, Mick H.
“Hi James and Harry. Following on from my email last week , Zip did hit your initial target of $8 following their impressive report . In fact early Friday they hit 8.48 and sadly quickly retreated as is customary with ZIP, closing at $7.23. A massive turnaround in anyone’s book. Your Friday morning report on ZIP did indicate a further 10% increase from Thursday’s close with potential more upside. Interestingly though you did not have an opinion or comment on ZIPs huge rise and fall in early Friday trade, ultimately closing 16 cents lower from Thursday closing price. If you can let us know your view on this it will be appreciated.” – Thanks and kind regards Errol K.
“Hi Guys, I have recently cashed out Xero shares because their current share price and business model is unsustainable. They are hardly turning a profit let alone paying dividends to shareholders. I know that they have their reasons and are pushing for further growth but what is the delay? Why aren’t small businesses using online software? How much further growth can they realistically expect? It appears that great hype comes with great expectation but the jury is still out on Xero. My investment philosophy has always been that the most valuable assets are income producing assets. We live in unprecedented times.” – Regards, Cade Z.
GameStop (GME US) operates specialty electronic game and PC entertainment software stores. The Company stores sell new and used video game hardware and software, as well as accessories. GameStop markets its products worldwide.
Over the weekend the market news was again fairly thin on the ground although it was very pleasing to again see no new locally transmitted COVID cases, just imagine the US and UK are still posting over 160,000 & 30,000 fresh daily cases respectively. With a vaccine scheduled to be rolled out in March it feels pretty good on both the humane and economic front assuming we don’t become complacent. We should be positioned to recover far more rapidly than many of our trading partners but it’s the ongoing COVID global disruption that’s likely to keep our interest rates lower for longer – remember in November the RBA committed to maintain 3-year bonds at 0.1% enabling banks to offer 4-year fixed home loans under 2%.
Intel Corporation designs, manufactures, and sells computer components and related products. The Company major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory, graphic, network and communication, systems management software, conferencing, and digital imaging products.
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
