The share registry released their earnings after market yesterday and were slightly ahead expectations. They had upgraded guidance for EPS of 51.77cps and they delivered 52.03cps. For FY22 they guided to EPS of 53cps which is inline with where the market was at and equates to earnings growth of 2%. Paying 22x for 2% earnings growth doesn’t excite us.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM has no interest in CPU
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
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