Iron ore producer FMG has now rallied over 50% from its panic low in November, MM has already taken most of the meat out of this sandwich to-date although we reiterate after talking profit we are not bearish FMG but simply adopting a more neutral view – a very attractive fully franked dividend is looming this time next month.
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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 neutral to bullish FMG around $21
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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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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