Tomorrow will see APX report its sins to the market, expectations are certainly on the low side, hopefully (not a great word to use as an investor) we will see a carbon copy of a2 Milk (A2M) which rallied strongly after delivering no hidden nasty surprises. However if we don’t like what we read subscribers should be prepared for us to cut the holding and reallocate into Xero (XRO) as it trades around ~$100 and we look for a decent recovery by tech names.
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Performance update for March, stocks that drove returns & our current positioning
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Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
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Market Matters Research Lead Shawn Hickman with David Koch
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Tuesday 23rd April – DOW up +253pts, SPI up +19pts
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MM will reconsider our APX position following its result on Thursday
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