Conservative Portfolio Recommendation: Switch – Sell Elders (ELD) buy Graincorp (GNC)
Value switch in the agricultural sector
Balanced Portfolio Recommendation: SELL Take Profit – Ventia (VNT)
Sell 2.5% holding in Ventia services for 10% profit
Conservative Portfolio Recommendation: Buy – Global X Physical Silver (ETPMAG)
ETPMAG is backed by physical silver. Each physical bar is segregated, individually identified and allocated.
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Alpha Portfolio Recommendation: Buy – Coronado Global Resources (CRN)
Coronado Global Resources Inc (CRN) is an international producer of Met Coal, an essential element in steel production
Strategy Update: Agriculture Reporting Season – Switch 2% of NUF to GNC
The final leg of our agricultural earnings season strategy, we are recommending a switching the 2% allocation in Nufarm to GrainCorp
Balanced Portfolio Recommendation: Trim Short Nasdaq (SNAS)
The Nasdaq hedge is unlikely to work over the short-term as the thesis of the rate hiking cycle being finished, combined with the 70% occurrence of a “Christmas Rally”
Balanced Portfolio Recommendation: Add – Nufarm (NUF) 2%
Agricultural Earnings Season Update 13/11/2023
Balanced Portfolio Recommendation: Trim Neuren Pharmaceuticals (NEU)
After much higher than expected sales results, we recommend a trim of 1% (one quarter) of the holding
Balanced Portfolio Recommendation: BUY – Paladin Energy (PDN)
Recent earnings results from Canadian uranium-fuel giant, Cameco saw a significant increase in nuclear energy demand and a potential supply gap in the immediate future. This demand is driven by global calls for clean, secure, and affordable energy with Nuclear being the stop-gap solution for base load electricity until new energy technologies become more commercial
Alpha Portfolio Recommendation: Buy – ResMed Inc (RMD)
A positive surprise is anticipated in today’s quarterly earnings report, and historical reporting has been strong. Currently, the stock is undervalued, making it an opportune time to invest in this stock.