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Emerging Companies Portfolio – Amendments

AKEBAP

Our 5% position in ORE has now hit out target region on the back of a broker upgrade.

AKE
MM are selling ORE in the Emerging Companies Portfolio, taking profit around $6.00
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Orocobre (ORE)

Our 6% position in BAP has reached our target region. We are selling to increase cash.

BAP
MM are selling BAP in the Emerging Companies Portfolio, taking profit around $8.00
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Bapcor (BAP)
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Relevant suggested news and content from the site

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Movers & Losers
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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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Stocks this week – Source Bloomberg
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Market Matters Research Lead Shawn Hickman with David Koch
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Friday 26th April – DOW -375pts, SPI -26pts
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Sectors this week – Source Bloomberg
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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ASX 200 Index
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Wednesday 24th April – DOW +263pts, SPI +27pts
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