Lastly as a US candidate Google is our choice especially as this is the main US tech name we like but don’t own at MM. The current pullback of around 10% has been very controlled illustrating that investors are reticent to sell their stock, it may not be the deepest pullback but remember MM doesn’t believe 2022 is the year to be particularly aggressive buying pullbacks.
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
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Friday 19th April – DOW up 22pts, SPI down -55pts
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MM likes GOOGL around $US2700
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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Daily Podcast Direct from the Desk
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