DDR -0.96%: the hardware & software wholesaler trended lower today on a trading update ahead of their half year results that was a mild disappointment. The company expects Profit Before Tax is expected to climb 7.1% on the half with revenue printing ~6.4% higher. The result comes despite a global chip shortage which constrained hardware supplies. There was a strong bounce back in Q2 which suggests there is momentum into the second half though the company declined to provide guidance given the uncertain outlook.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 16th May – Dow up +271pts, SPI up +80pts
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 16th May – Dow up +271pts, SPI up +80pts
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