Podcast Archive

Marcus Strategy Thursday 18th March


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Another routine day in the stock market - what would we have given for this level of relaxation this time last year? The FOMC is the main story and if that's the case there obviously isn't much going on. A broker reiterates its SELL recommendation on APT today with a target price of $36 when the the share price is $110. At the same time another broker puts a target price of $159 on the stock on the same day. Its all about how seriously you take the CBA entry into BNPL - UBS say it highlights the risks, Morgan Stanley says its not a threat (only offered to CBA customers).  We have a look at the "Jobkeeper Cliff" and who's at risk and look at some interesting technical BUY signals, the most interesting of which are the Information Technology sector and Afterpay. 

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