MM has been watching health and safety business ANN over the last few months, its come back to pre-COVID levels which feels cheap considering the tailwind the pandemic has provided for earnings. We believe the Omicron variant is showing we may never totally say goodbye to COVID which theoretically should help ANN become a more profitable business for years to come.
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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 ANN around $31
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
Podcast
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
LISTEN
Friday 19th April – DOW up 22pts, SPI down -55pts
Daily Podcast Direct from the Desk
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