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OPINION

Broker Moves

Pro Medicus Raised to Add at Morgans Financial Limited ASX Cut to Underweight at Morgan Stanley; PT A$72.50

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OPINION

The Bottom Line

Of the 5 stocks we picked out today from the early high flyers in 2022 we have a mixed view looking forward:

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OPINION

Santos (STO) $7.26

The Energy Sector has climbed head and shoulders above all others so far this year with 5 members of the relatively small sector storming over 10% higher – similar to gold we believe this is group which is largely under owned by the market should continue to squeeze higher. We remain long and bullish STO looking for a test of $8 in the coming months where we will consider taking profit.

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OPINION

Allkem (AKE) $11.09

The lithium producer AKE has already become a $7bn company as a result of the  merger of Galaxy Resources & Orocobre to gain scale as the EV revolution unfolds i.e. Electric vehicles are the future of that we are confident. At this stage of the companies evolution the AKE share price is relatively speculative in nature and 20% corrections are common place...

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OPINION

IGO Ltd (IGO) $13.35

IGO has evolved from a nickel miner to a business focused on overall energy storage,  a transition which makes sense considering its was already half way down the road. This is one position where MM certainly took profits too soon, we will be looking to re-enter into the next 10-15% correction - no doubt a higher price than we exited in 2021.

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OPINION

Origin Energy (ORG) $5.92

Following a tough few years integrated energy retailer ORG has been showing real signs of a recovery over recent months aided by  a sustainable 3% dividend although its not as exciting as it was earlier in the year. MM likes ORG as a defensive play through 2022, an area where we will be looking for increased exposure moving forward.

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OPINION

AGL Energy Ltd (AGL) $7.45

AGL has been a star performer in 2022 which has generated  a significant paper profit in our Active Income Portfolio in just 2-months. The big question being is it just another bounce within an awful bear market or is AGL finally turning the corner? Last year the company said it plans to split in two with the “new fresh” AGL focused on energy retailing...

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OPINION

Can the bright starters to 2022 maintain their performance?

This year maybe only 3-weeks old but its already thrown up some increased volatility, especially on the stock / sector level as rising bond yields have led to portfolios being increasingly skewed towards a high interest rate / inflation environment – it’s slowly becoming too much, too soon, in our opinion. So far we’ve seen 16 members (8%) of the ASX200...

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