In a very similar manner to BLD investment manager Challenger Financial (CGF) after making fresh post COVID highs earlier in the week didn’t find enough good news in their result to justify the recent strength plus again no dividend was delivered – this time the stock was hit almost 15%. We are no fans of the CGF business and would only consider at significantly lower levels.
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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
Recorded Tuesday 9th April
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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
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Friday 19th April – DOW up 22pts, SPI down -55pts
Daily Podcast Direct from the Desk
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