Unlike News Corp kitchen appliance company BRG did actually breakdown to levels not seen since 2020, even after the board recently reconfirmed FY22 guidance although they could be too optimistic around supply chain issues. While we believe the company can deliver double digit growth over the next few years a large part of this is already factored into the share price hence at this stage we’re comfortable sticking on the sidelines.
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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 is neutral BRG
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