ANN has failed to embrace either the risks associated with the Delta or Omicron strains with the health and safety protection company now trading below its pre-COVID levels and a meaningful 29% below this year’s high. Technically a dip under $30 feels a real possibility but at those levels we believe the risk / reward will look very attractive.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM is interested in ANN under $30
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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