Month: June 2018
Over the years at MM we have regarded the resources sector as a trading / short-term vehicle for 2 main reasons – the lack of yield and the lack of control over commodity prices which by definition dictates their underlying profitability. However, the yield side of the equation has made a total 360 degree turn with BHP yielding 3.7% and Alumina (AWC) 6.25% both fully franked, hence making the sector more attractive if we time our entry levels correctly i.e. we are buyers of weakness, not strength.
Stock
Primary Health Care (PRY) $3.50 as at 14/06/2018
Stock
Kogan.com(KGN) $7.31 as at 13/6/2018
Stock
Gateway Lifestyle (GTY) $2.10 as at 13/06/2018
Really bullish, there's more to go in the reflation rally
Please enter your login details
Forgot password? Request a One Time Password or reset your password
One Time Password
Check your email for an email from [email protected]
Subject: Your OTP for Account Access
This email will have a code you can use as your One Time Password for instant access
To reset your password, enter your email address
A link to create a new password will be sent to the email address you have registered to your account.
Enter and confirm your new password
Congratulations your password has been reset
Sorry, but your key is expired.
Sorry, but your key is invalid.
Something go wrong.
Only available to Market Matters members
Hi, this is only available to members. Join today and access the latest views on the latest developments from a professional money manager.
Smart Phone App
Our Smart Phone App will give you access to much of our content and notifications. Download for free today.
