Growth Watchlist update – Macquarie Group MQG:ASX
Earnings update for Macquarie group MQG:ASX
Earnings update for Macquarie group MQG:ASX
Kai Chen and Mark Gardner talk about the next phase of AI investment
Business update for Telix pharma TLX:ASX
BUY 5% Intl Quality ETF (QUAL)
BUY 5% CSL (CSL)
ADD 2.5% Johns Lyng Grp (JLG)
Switch URNM ETF to Paladin
With Paladin delivering production on time and the major components of URNM having production difficulties, we are recommending a switch back to Paladin (PDN)
Given these dynamics, transitioning from Paladin Energy to the Uranium ETF (URNM) is recommended for those seeking to maintain exposure to the uranium sector while managing risk more effectively. URNM offers a diversified investment in uranium and nuclear energy stocks, thereby reducing the volatility associated with individual stock performances like Paladin’s. This move aligns with a strategy to capitalize on the thematic growth of the uranium sector while mitigating risk through diversification.
URNM provides exposure to leading global companies involved in the mining, exploration, development and production of uranium, modern nuclear energy, or that hold physical uranium or uranium royalties