CWN is arguably the wild card in todays bunch and the MM Flagship Growth Portfolio as it endures the scrutinies of the regulatory microscope. We believe that CWN will eventually be operating casinos in its existing venues albeit in a far more ethical manner hence if this does prove true the stocks very cheap under $10 especially as suitors were circling at much higher levels only a few months ago – the states need revenue more than ever due to lockdowns which should help CWN get back to business sooner rather than later.
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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 is bullish CWN below $10
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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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