MM has been bearish COH for a number of months as we questioned its valuation, not quality, in a higher interest rate environment i.e. we already saw an illustration of the stocks susceptibility to rising bond yields back in 2018. With COH now under $200 we’ve evolved our view to amore neutral stance but it’s unlikely MM will consider buying the hearing implant business until its closer to $150.
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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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MM is neutral COH
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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
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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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