Equity Mates Investing Podcast Bryce's 51-page advice, Mr. Beat-Up's top turnaround stock & some Aussie house prices fall
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Feb 5, 2025 In this engaging discussion, Mr. BeatUp, an expert in spotting undervalued stocks, shares his insights on navigating today's volatile market. They delve into the impact of Trump's tariffs on Australian companies and housing prices, offering a mixed outlook for buyers. Super Micro Computers gets a spotlight as they dissect its turnaround potential amidst recent challenges. The conversation also critiques alarming social media financial advice while humorously exploring the absurdities of contemporary wealth-building strategies.
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Trump's Tariffs and Market Impact
- Trump's tariffs caused market whiplash, impacting Australian stocks and the dollar.
- Fisher & Paykel Healthcare, with 43% of revenue from the US and 60% of products manufactured in Mexico, was hit hard.
Impact on Aussie Stocks
- Aussie stocks impacted by tariffs will be a mixed bag, mainly affecting companies with US revenue and manufacturing in affected countries.
- Companies like Rio Tinto with Canadian operations selling to the US may be affected, while ResMed, manufacturing in the US, might benefit.
Investment Advice on Tariffs
- Be cautious of making investment decisions based on Trump's tariff announcements.
- His rhetoric often moves markets but doesn't always materialize into actual policy.
