Respiratory company FPH has soared over recent years with the COVID outbreak providing a healthy tailwind for the company. We believe this is a strong $18bn business but its priced for ongoing strong growth however we feel much of this tailwind is already priced into the stock and there’s no hurry to be chasing at today’s valuation i.e. COVID is not going away which helps FPH but we can see the consolidation that’s been unfolding in 2021 lasting well into next year
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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 FPH
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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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