DHG has been suffering of late following REA Group’s (REA) strong FY21 result but disappointing guidance for the year ahead, in the case of REA their report showed an impressive +13% in revenue but listings for July fell 3% year on year which is not what you want to see for a company priced for growth. Lockdowns are clearly the issue here and hopefully these will be a distant memory by Christmas hence any ongoing weakness towards $4 feels like a great risk / reward buying opportunity in DHG.
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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 neutral / negative DHG short-term
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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
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