Podcast Archive

Marcus Strategy Friday 2nd October 2020


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A quiet close to the week - we could all go to lunch early if there was a restaurant to go to :-(

In the absence of an uptrend our higher cash levels remain appropriate. Lots on next week. The Budget and a possible (but unlikely) RBA rate cut. Jobs numbers in the US tonight. US results season coming up. Long weekend in NSW. Today we look at four stocks in some detail. Two of the stocks are super popular with the 'risk-on' brigade, have terrible numbers but are currently showing buy signals on the charts. Another is a fantastic play on global recovery and electric vehicles but is flat on its back. The other is a domestic recovery play. We also look at Directors buying today and show the GROWTH portfolio in all its detail. 

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