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Weekly Wrap 1 March

Bell Direct
March 1, 2024

As we approach the close of the February 2024 reporting season, 346 companies have shared their results, offering a mixed bag of beats, meets, and misses. While investor sentiment has been volatile, with share prices reacting dramatically to both positive and negative news, brokers have been more cautious, issuing slightly more downgrades than upgrades. So, what were the key themes that emerged during the first half that will shape the second half of the year?

In this week’s wrap, Grady covers:

  • (0:53): why Harvey Norman is rallying despite slowdown
  • (1:56): which retailers are winning as consumer spending eases
  • (2:18): mixed results for Ramsay Healthcare & ResMed
  • (3:50): how commodity prices are keeping miners on edge
  • (4:33): key themes that will continue into second half of FY24
  • (6:28): the most traded stocks & ETFs by Bell Direct clients
  • (7:02): economic data to watch next week.

Read the transcript here

Morning Bell 2 May

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May 2, 2024

Morning Bell 1 May

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May 1, 2024

Morning Bell 30 April

Grady Wulff
April 30, 2024

Morning Bell 29 April

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April 29, 2024

Morning Bell 26 April

Bell Direct
April 26, 2024

Morning Bell 24 April

Bell Direct
April 24, 2024

Morning Bell 23 April

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April 23, 2024

Morning Bell 22 April

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April 22, 2024

Morning Bell 19 April

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April 19, 2024

Morning Bell 18 April

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April 18, 2024

Morning Bell 17 April

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April 17, 2024

Morning Bell 16 April

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April 16, 2024