Growth Watchlist update – Telix Pharma TLX:ASX
Business update for Telix pharma TLX:ASX
csl
Balanced Portfolio Rebalance – Entering the Trump Era
BUY 5% Intl Quality ETF (QUAL)
BUY 5% CSL (CSL)
ADD 2.5% Johns Lyng Grp (JLG)
Switch URNM ETF to Paladin
Balanced Portfolio Recommendation: Buy – Graincorp (GNC)
Based on the updated earnings guidance from GrainCorp and considering the recent weather improvements that positively impact soil moisture and crop prospects, coupled with GrainCorp’s strategic adaptations for future market conditions, it’s recommended to consider buying GrainCorp shares around the $7.5 price point.
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%
Balanced Portfolio Recommendations: Take Profit CSL Limited (CSL)
CSL has reached the upper end of its trading range. In line with our commitment to optimizing returns and managing risks effectively, we are taking profit on the remaining 2% of our CSL position.
Balanced Portfolio Recommendation: Trim Take Profit – CSL Ltd (CSL)
CSL continues to rally @ $281. Original position was 8% allocation. Today trim another 2% to take down to 4% allocation.
Balanced Portfolio Recommendation: Trim Take Profit – CSL Ltd (CSL)
The CSL position that we put on initially is now 10% in the money. We are looking to trim 2% or 1/4 of our position to take a profit.
Balanced Portfolio Recommendation: Trim Neuren Pharmaceuticals (NEU)
At all time highs, we recommend a trim of 1% (one third) of the holding
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: Trim Blackrock Mining (BKT)
After a 56% rally on China banning exports to foreign countries, Ex-China graphite assets have enjoyed a spike in prices over the last few days
Balanced Portfolio Recommendation: Buy – CSL Ltd (CSL)
CSL is also very close to trial results for a heart attack drug CSL112, a key pipeline product for CSL. Base case assumptions imply a valuation of around $30/share.
Pre-Market Pulse 15th August – Equities end higher as investors buy dip in tech
Weakness in banks was offset by renewed demand for tech amid a surge in Nvidia ahead of a slew of incoming economic data set to provide further insight on the consumer.