Boral (BLD) -7.39%: looked a beat on first read but the stock was sold off through the session back to where it was trading around a week ago. There weren’t too many negatives, but the market may have just gotten ahead of itself ahead of a first half. EBIT at $254m was a beat to UBS numbers at $227m for the first half. We are believers in a building led recovery particularly in Boral’s main markets so looking to buy if weakness persists.
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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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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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Recorded Monday 25th March
Podcast
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