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Marcus Strategy – Thursday 21st Oct - Growth Stocks Lesson. Iron ore timing. Evergrande back.

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Manage episode 305105884 series 2695877
Innhold levert av Marcus Today. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Marcus Today eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations.
The quiet bull market continues. Travel falling. Bitcoin rising. PPT, ORA, S32 and AMP in the news. BlueScope Steel has an upgrade. Today we talk about timing the iron ore stocks. There is an obvious opportunity...but when? Evergrande has started trading again in Hong Kong after a long suspension and the damage is minimal. Chinese property developers are bouncing quite hard. It takes the pressure off our resources stocks. Today’s podcast has a lesson in growth stocks. Big quality stocks are great unless they are high PE growth stocks in a correction. Nothing is sacred when sentiment turns and today I list 20 of the most vulnerable big stocks the next time the market tips over.
  continue reading

554 episoder

Artwork
iconDel
 
Manage episode 305105884 series 2695877
Innhold levert av Marcus Today. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Marcus Today eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations.
The quiet bull market continues. Travel falling. Bitcoin rising. PPT, ORA, S32 and AMP in the news. BlueScope Steel has an upgrade. Today we talk about timing the iron ore stocks. There is an obvious opportunity...but when? Evergrande has started trading again in Hong Kong after a long suspension and the damage is minimal. Chinese property developers are bouncing quite hard. It takes the pressure off our resources stocks. Today’s podcast has a lesson in growth stocks. Big quality stocks are great unless they are high PE growth stocks in a correction. Nothing is sacred when sentiment turns and today I list 20 of the most vulnerable big stocks the next time the market tips over.
  continue reading

554 episoder

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