Calls
7
#674
Alpha Score 44.0
Julia Lee
Investment Strategist, Shaw and Partners Asset Management
Win Rate
85.7%
return
+3.1%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 18
$360.70
+1.9%
CSL is a buy and an overweight position because the worst of its bad news and write-downs are likely behind it, underlying areas are stabilizing, and the company is forecasting 5% growth.
Construction Materials
Long
Aug 18
$76.08
-0.1%
Lithium stocks like Mineral Resources have a strong story to run as prices are recovering after a collapse caused by a strong supply response.
Commodities
Long
Aug 18
$89.09
+8.3%
BHP reported strong operational results with a dividend of 99 US cents versus 83 expected, showing mature-business cash generation that is hard for income investors to dismiss; her portfolio is most exposed to BHP in the copper space, though longer-term growth is a question.
Metals & Mining
Long
Aug 18
$4.93
+2.8%
Lithium prices collapsed after a strong supply response, but have begun recovering over the last few months; she has been adding Pilbara Minerals and thinks the lithium recovery still has further to run as a diversification away from copper.
Other
Long
Aug 18
$43.76
+6.1%
With copper having had a very strong run, she is diversifying into other areas and specifically looking at uranium as well as lithium.
Thematic ETFs
Long
Aug 18
$63.60
+0.1%
Australian earnings season began with record-high expectations and the market hit record highs, but earnings momentum has moderated to 11.7% growth; healthcare, energy, and materials sectors have started to shine while consumer discretionary has been hit hard.
Thematic ETFs
Long
Aug 18
$64.77
+2.3%
Lithium stocks like Mineral Resources have a strong story to run as prices are recovering after a collapse caused by a strong supply response.
Critical Minerals
Showing 7 of 7 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Julia Lee has 7 trade ideas tracked on Buzzberg across 7 tickers since August 2026. Ranked #674 on the Buzzberg Alpha leaderboard. Most covered: CSL, LITHIUM, BHP.
