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01/12/2023

MM is bullish on NEM into 2024

By Harry Watt
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Relevant suggested news and content from the site

Income Report: Asset allocation framework when targeting income
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Coherent Corp (US COHR) v Lumentum Holdings (US LITE)
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Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Southern Cross Electrical Engineering (SXE)
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Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Southern Cross Electrical Engineering (SXE) historical PE – Source Bloomberg
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Pulse Check Webinar: Portfolio positioning post the Budget
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Ferrari (US RACE)
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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