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


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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.

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