Agriculture Sector – SWITCH Graincorp GNC:ASX
SWITCH Graincorp GNC:ASX to Elders ELD:ASX or FOOD ETF FOOD:ASX
mqg
High Conviction Balanced/income – Graincorp GNC:ASX Earnings
Performance of the MPC Markets High Conviction Stock Picks for the last 6 months
MPC Markets High Conviction- Performance
Performance of the MPC Markets High Conviction Stock Picks for the last 6 months
High Conviction Stocks – Performance
Performance of the MPC Markets High Conviction Stock Picks for the last 6 months
Income/Balanced Watchlist – Switch Macquarie Group MQG:ASX to GQG Partners GQG:ASX
Income/Balanced Watchlist
Switch MQG to GQG
Portfolio Risk Reduction – Consider Trims
Consider TRIM:
Steadfast SDF:ASX
CSL CSL:ASX
Goodman Group GMG:ASX
Macquarie Group MQG:ASX
Quality ETF QUAL:ASX
FANG+ ETF FANG:ASX
Trailblazing Female CEOs Reshaping Corporate Australia
As we celebrate International Women’s Day 2025, it’s crucial to recognize the remarkable achievements of female leaders in corporate Australia while also acknowledging the persistent gender gap in executive roles. So is the price action giving us signs that the AI rally is finally running out of steam? We think so
Balanced Portfolio Recommendation: Buy 3% Macquarie Group Ltd (MQG)
We recommend buying shares of Macquarie Group Limited (MQG) based on its appealing technical indicators, relative undervaluation within the banking sector, and attractive dividend yield.
Balanced Portfolio Recommendation: Switch PDN to URNM
With our Paladin holding a solid 20% in the money, we are recommending a 40% trim to the company specific play and switch to the broader and safer URNM ETF holding to remain involved in the Uranium/Nuclear power thematic.
Balanced Portfolio Recommendation: Sell – Macquarie Group Ltd (MQG)
Macquarie Bank is set to announce earnings, consistently demonstrating a remarkable record of exceeding expectations. MQG is a cornerstone in our portfolios, showcasing reliable performance. We advise purchasing a 2%-4% allocation of MQG shares on Thursday, anticipating a potential gap-up at Friday’s market open, following the release of positive updates.
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
Balanced Portfolio Recommendation: Buy – Macquarie Group Ltd (MQG)
Macquarie Bank is set to announce earnings, consistently demonstrating a remarkable record of exceeding expectations. MQG is a cornerstone in our portfolios, showcasing reliable performance. We advise purchasing a 2%-4% allocation of MQG shares on Thursday, anticipating a potential gap-up at Friday’s market open, following the release of positive updates.