While Z1P, APT & Co slipped ever lower its was encouraging to see our position in ALL start to gain some traction yesterday, it appears to be benefiting from being tagged as a GARP stock i.e. ”Growth at a reasonable price”. Conversely the BNPL sector has been branded GAAP stocks (Growth at any price) which doesn’t compute well when bond yields are appreciating. While bond yields continue to play the market tune ALL should outperform the embattled tech space.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 19th April – DOW up 22pts, SPI down -55pts
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Market Matters Research Lead Shawn Hickman with David Koch
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
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MM remains bullish and long ALL targeting ~15% upside.
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