Podcast Archive

Catch up with all the action today from the Marcus Today Team. Results continue with the ASX 200 rebounding 62 points and BNPL sector on fire. First vaccine doses arrive in Australia adding to the optimism.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST  

The focus is well and truly on results this week with a host of big names set to report and the dividends rolling in behind them. This morning we have had a few interesting results reactions. Seems the positive mood is making it a pretty good time to report for pandemic victims and beneficiaries alike.  

Catch up with all the action today from the Marcus Today Team. Results continue but the ASX 200 slipping 0.6% as Victoria enters a snap 5 day lockdown sapping some strength. Down 0.48% for the week.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

Catch up with all the action today from the Marcus Today Team we have our first Super Thursday of results from AMP, TLS, NCM, DOW and TCL to name a few. Market flat lines but plenty going on.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST 

Some predictably dull bank research following the CBA results yesterday. Looks like the sector may have done its dash for the moment. A few more results out today, with disappearing dividends the theme of the day for some perpetual poor performers. The iron ore price keeps pushing higher. Today we have a piece on “Great Correlations” – explaining why there is little point analysing the company fundamentals or analyst target prices on resources stocks because they quite simply move when the underlying commodity prices move. Makes for a fabulous trading sector. The charts need to be seen to be believed. 

On the Couch this week features Dr Phil Hodgson CEO of Calix (CXL).

Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says, "Mars is for quitters".

Dr Phil Hodgson joined Calix as CEO in 2013, was appointed a Director in 2014, and is a member of Calix’s Technology Committee.

Phil has a technical and commercial background from a successful career with Shell, where for over 14 years he developed significant depth of experience across all key sectors of the downstream oil industry including refining and supply, marketing and sales, pricing strategy, risk management, corporate strategy and mergers and acquisitions.

Phil holds a Bachelor of Chemical Engineering with Honours (University of Sydney) and a PhD in Chemical Engineering (University of NSW)

Disclaimer: This is General Advice only. Please do your own research and talk to your financial adviser.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

Catch up with all the action today from the Marcus Today Team as the market sees a 36 point gain as results drop thick and fast. CBA the big one today with a 150c dividend.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

 CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST 

The much anticipated CBA results were out this morning - we have described them as "OK not dazzling" and the rather negative tone of the research pre-results is unlikely to change much tomorrow by the looks of it. The dividend payout a bit conservative going ex dividend on March 4. Most of the overnight themes were quite positive we have a look at those. We have made some changes to the Growth and Income portfolios and chase our tails trying to keep up with the results and results reactions. 

Catch up with all the action today from the Marcus Today Team as the market sees a 59 point drop as 10-year bond yields hit 1.22%  on a big first real day of company reports. CGF and BLD disappoint. MQG sticks to script.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

 CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST 

It’s a bull market. All the US markets on record highs, longest streak of gains since August, stimulus coming (details tonight), a good US results season, three vaccines to be approved in the next few weeks, vaccinations accelerating, gold up, oil up, iron ore up. As they say in Top Gun “It doesn’t get to look any better than this”.  We look today at the CBA results and publish the MARCUS TODAY STOCK MARKET DICTIONARY.