Podcast Archive

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Today we have a look at the best recovery play of all - a sector that is beginning to froth up as the Pfizer vaccine approval looms. UBS upgrades the banks and talks about share buybacks and a return to higher dividends. CSL abandons its vaccine candidate. We look at three resources stocks which might still offer some value. We cut one stock out of our growth portfolio after a disappointing downgrade yesterday. We suggest a few ETF candidates for the recovery and top it all with the usual technical observations.

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I am back from my "Course" and the market has behaved itself fabulously whilst I've been away. Seven days going up on the trot. Maybe I should have stayed away, down 40 points today. A smorgasbord of interesting stuff in the strategy section today. The day's positives and negatives. A couple of stocks that the brokers like that have caught my eye. An explanation of why some of the resources stocks are fabulous stocks to trade long and short term. All of our portfolios published in all their detail today including the ETF portfolio. And the usual Technical Observations see travel and banks pausing and some interesting stocks bottoming (NXT, KGN) in the short term. Enjoy.

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A cracking start to the week, with the market blowing past the 42 points that the SPI Futures were pointing to after all of the US indices printed fresh all-time highs. The miners and energy stocks have kept their momentum rolling, while a couple of tech names are up on some good press, and one of our Income Portfolio holdings has dropped a nice set of numbers. A fairly quiet week ahead as we close in on the Christmas period. 

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A record high for the S&P 500 and the NASDAQ on some promising vaccine developments and the suggestion that the markets are underestimating the speed of the economic recovery. We've had a good GDP number today and predictably supportive commentary from Philip Lowe as he delivers his semi-annual testimony to Parliament. Today we talk about why the resources sector is a fabulous Australian trading sector and we look in particular at the opportunity in the energy stocks. Lots of interesting technical observations as usual.

Henry is back and I am finally taking a week off - you will find me on the course somewhere - I'll see you back here next Thursday.

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Our market recovering the 83 point end of month fall yesterday as the Dow Futures rally 300 points off their low this morning and as the end of month "window dressing" reverses. Today we look at a lot of short term sell signals after a tremendous November rally. We look also discuss our strategy for the year ahead and look at some of the stocks making the news today - TWE, WBC, DMP to name a few.  

The ASX 200 is looking to close out its best month since 1988 as November comes to an end. This week we have an RBA meeting and the third-quarter GDP number which is expected to show the sharpest rise in economic activity since 1997, while AGM season is also winding down with just a handful of virtual presentations scheduled. A change to the portfolio after a bad weekend for one of our holdings. Plus, 30 RSI sell signals showing up in our "TECHNICAL OBSERVATIONS" after a red Friday.

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Bit of a ho-hum day with Wall St closed overnight and not much else going on. Today we note the profit taking in some recovery sectors yesterday after a great rally and wonder whether it is time to take some profits ourselves. We sold RMD and ASX yesterday and have done some numbers on the Travel sector and it has to be said - some stocks are anticipating a lot of recovery potential before it has happened. We have declared ourselves "biased to selling".  We list a few positives and negatives and have the usual list of Technical Observations. Early lunch day.

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We have sold a couple of stocks in the growth portfolio today - find out which ones in the strategy section today. There is growing doubt about how long this rally can continue, but all good for now. A few sell signals in one particular sector today and we highlight three unpopular sectors that appear to be bottoming. Thanksgiving holidays in the US suggest a quiet end to the week and it certainly looks like that today.

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The recovery rally is in full swing on the back of a series of positive headlines that we list in the strategy section today. If you want to know the stocks with the most recovery potential we have covered that today by re-publishing the tables we used in the initial bounce in March showing not only the recovery potential but the number of extra shares on issue compared to February where a company has had a share issue. We also discuss some of the best charting software and include links to articles about Member recommendations. 

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The vaccine news is good, the recovery themes still dominate, the only problem is "Price". Today we list the overbought stocks (50 in the ASX 300) and answer the question "When do I sell". Long term Members will already know the answer.  We also look at the concept of "Anchoring" and provide a bit of education on that soft-brained concept. We also chart a few sectors and provide the usual Technical Observations. We also highlight a recovery stock we don't hold.