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Closing Bell 14th February: XJO drops 1%. SVW and DOW higher on results
XJO drops nearly 1%. DOW, WES & SVW all rally on strong earnings. GNC hit on last years numbers
Balanced Portfolio Recommendation: Trim Sell Silver (ETPMAG)
Trim Sell Silver (ETPMAG) US Inflation numbers overnight were higher than expected. Silver does not do well in a higher interest rate environment, so time to trim the ETPMAG position
Closing Bell 13th February: XJO hovers around 7600. MQG, CSL lower on earnings
XJO hovers around 7600. MQG, CSL lower on earnings. CGF, JBH & AD8 boosted by earnings
Alpha Recommendation: Buy – PeopleIn (PPE)
PeopleIN Limited (PPE) were the provision of staffing, business services and operational services. Services provided by the Group include workforce management, recruiting, onboarding, contracting, rostering, timesheet management, payroll, and workplace health and safety management.
Closing Bell 9th February: XJO slightly higher. Healthcare and Telecoms rally
XJO slightly higher. Healthcare and Telecoms rally. Uranium stocks weaker, Lithium rallies
Pre-Market Pulse 9th February – S&P500 touches 5000 and closes just under
The S&P 500 finished little changed on Thursday after briefly topping the 5,000 milestone for the first time on record.
The broad-based index edged up 0.06% to finish at 4,997.91 after reaching a high of 5,000.40 heading into the close. The Dow Jones Industrial Average rose 48.97 points, or 0.13%, to end at 38,726.33, while the Nasdaq Composite gained 0.24% to close at 15,793.71.
Traders Thoughts: 9th February – Fireside with Barry Sternlicht
Traders Thoughts: Fireside with Barry Sternlicht, Chairman & CEO, Starwood Capital Group
Closing Bell 8th February: XJO climbs higher. Financials, REITs and IT lead the way
XJO climbs higher. Financials, REITs and IT lead the way. CSL and AGL both jump on outlooks
Traders Thoughts: 8th February – Luke Gromen
Traders Thoughts: Luke maintains his view that ultimately the central banks will print. The path in between is the hard part to navigate
Balanced Portfolio Recommendation: Trim Take Profit – Graincorp (GNC)
GNC has gone parabolic. Time to trim – take profits on position. Reduce allocation by 1.5% down from 5.5% to 4%
Closing Bell 7th February: XJO bounces. China stimulus helps Materials and Real Estate sectors
XJO bounces. China markets rebound. Materials and Real Estate sectors lead the way higher
Balanced Portfolio Recommendation: Buy Worley Limited (WOR)
Adding WOR to Balanced Portfolio with a 3% allocation. WOR is a global company headquartered in Australia is a global provider of professional project and asset services in the energy, chemicals and resources sectors. As a knowledge-based service provider, they use their knowledge and capabilities to support the customers to reduce their emissions and move towards a low carbon future.
