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Brunswick Corp (BC US)

$US 107.09
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What does Bull and Bear mean?

Market Matters View Point?

bear
Market Matters
bull
MM is keen to increase our exposure to BC below $US95

OPINION

International Equities Portfolio

The MM International Equities Portfolio fell -7.2% during the week with cash remaining at 8%.  Trade Desk (TTD US) was whacked -26% and JD.com -15.6% while Brunswick (BC US) advancing just +0.5% was, unfortunately, the only green across our portfolio. While this portfolio is filled with high-quality companies, a number of these have fallen substantially this year dragging performance with them. In hindsight...

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International Equities Portfolio

The MM International Equities portfolio fell -6.7% last week while cash sits at 8%. Every stock in the portfolio was down, the worst performers were PayPal (PYPL US) -16.6%, Glencore (GLEN US) -11.6% and Amazon.com (AMZN US) -8.9% while Brunswick Corp (BC US) was our best performer and it still fell -1.8%.  

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International Equities Portfolio

The portfolio added +1.71% for the week while cash sits at 8%.  Our most recent purchase of Chipotle Mexican Grill (CMG US) did well up 6.87% while Amazon (AMZN US) +5.23% & Brunswick (BC US) +4.94% more than offset weakness in PayPal (PYPL US) -3.90%.

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International Equities Portfolio

The portfolio fell -2.4% last week while cash sits at 8%.  Glencore (GLEN LN) was our best performer rallying +6.2% while Brunswick Corp (BC US) had a shocker falling over 15% following a more bearish Jefferies report into the US leisure market, specifically around boat sales.

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Brunswick Corp (BC US) $US107.99

Boat engine manufacturer BC has just come out with a new 7.6 litre, 600hp V12 Mercury outboard, for anyone interested in boating as I am, I’m sure you’ll appreciate what an absolute weapon of an engine this is and it speaks to one part of our investment thesis on this stock, being the obvious move towards outboard engines on larger vessels, a theme that is gaining significant traction in the US.

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ACTION

BC US
UPDATED 28/04/2021 17:00
MM is keen to increase our exposure to BC below $US95
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BC US
UPDATED 07/04/2021 14:09
MM is buying BC US in the International Equities Portfolio with a 5% weighting around $US97.00
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BC US
UPDATED 19/03/2021 09:24
MM Is considering buying Brunswick ~$U90.
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Marine engines like Mercury, Mercruiser & a bunch of other marine brands

Brunswick Corporation (BC US) manufactures consumer products serving the outdoor and indoor active recreation markets. The Company’s products include sterndrives, outboard, and inboard marine engines, fitness, billiards, and bowling equipment. Brunswick also manufactures pleasure, fishing, and high performance boats.

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Brunswick Corp (BC US)
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Brunswick Corp (BC US)
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Brunswick Corp (BC US)
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