Building products company CSR should welcome NSW’s attempt to get the construction industry back up and firing if only on a few cylinders plus we believe more economic stimulus can be expected moving forward. We believe CSR now represents good value after correcting 20% – another stock in a strong uptrend that encountered aggressive “profit taking” even as the index continued to rally.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM is bullish CSR targeting ~20% upside
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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