We welcomed Jeanette for her first meeting and thank all our members who phoned in their selections before the meeting. We now have 20 members of our group for 2025.
We began with excerpts from a Commsec video on the outlook for 2025 that gave a mildly positive out look that would not see any huge variations. That said AI could still create some surprises along with Donald Trump executive orders that no one can foresee what MAGA (Make America Great Again) will cause to global economies and markets.
We had a quick review of a Watchlist of 2024 noting stocks such as EVN, GNG, QAN, RRL and SIG (Sigma) all had capital gains of more than 50% with Sigma gaining 160%. I will start a new listing for 2025 from member selections handed out and returned on our meeting day. A listing awaits members who were absent at our first meeting to complete a selection of 2 stocks so we have a full coverage across the 11 sectors of the ASX.
Don’t forget we will have a guest speaker - Declan Cassidy from BGC - Fixed Income Solutions for our 3rd March meeting to present information on all types of “Bonds” as a form of invest and retirement income. The presentation will include handouts and on-screen information and time for questions starting at 2pm. This will likely run for 60 minutes. After 3pm we will review our selections on the Long Term, Monthly and Real Time Trading lists
Malcolm Sanders
Convenor Australian Shares and Stock Market
We began with excerpts from a Commsec video on the outlook for 2025 that gave a mildly positive out look that would not see any huge variations. That said AI could still create some surprises along with Donald Trump executive orders that no one can foresee what MAGA (Make America Great Again) will cause to global economies and markets.
We had a quick review of a Watchlist of 2024 noting stocks such as EVN, GNG, QAN, RRL and SIG (Sigma) all had capital gains of more than 50% with Sigma gaining 160%. I will start a new listing for 2025 from member selections handed out and returned on our meeting day. A listing awaits members who were absent at our first meeting to complete a selection of 2 stocks so we have a full coverage across the 11 sectors of the ASX.
Don’t forget we will have a guest speaker - Declan Cassidy from BGC - Fixed Income Solutions for our 3rd March meeting to present information on all types of “Bonds” as a form of invest and retirement income. The presentation will include handouts and on-screen information and time for questions starting at 2pm. This will likely run for 60 minutes. After 3pm we will review our selections on the Long Term, Monthly and Real Time Trading lists
Malcolm Sanders
Convenor Australian Shares and Stock Market
