Month: July 2019
**This is an extract from the Market Matters Morning Report from 1 July. Subscribers have the opportunity to ask questions of the Market Matters team throughout the week. Click here to get access to the full report and more Question 1 “Hi James & MM team, My first question is regarding Afterpay (APT). I was […]
Stock Woolworths (WOW) $33.85 as at 03/07/2019 Event Shares in Woolworths have rallied today as the group looks to divest the hotels, gaming and liquor businesses. Woolies will combine the Endeavour Drinks and ALH Group into Endeavour before separating the businesses next year. A demerger has been touted if Woolworths don’t receive a competitive offer […]
**This is an extract from the Market Matters Weekend Report from 30 June. Click here to get access to the full report and more 1 – Growth Portfolio The MM Growth Portfolio enjoyed another good week courtesy of solid performances from Pact Holdings (PGH) which rallied almost 20% and Ausdrill (ASL) +16%. The moves illustrated […]
Stock Speedcast (SDA) $2.23 as at 02/07/2019 Event Remote and satellite connectivity provider Speedcast has tumbled to 4 year lows early in the session today, down 36% on a downgraded outlook ahead of their half year results. Speedcast provide infrastructure and technology to a range of clients such as governments, energy and mining and maritime […]
Really bullish, there's more to go in the reflation rally
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