GMG was smacked over 7% yesterday as the integrated commercial and industrial property business continued to follow the negative sentiment in global tech sectors. However, while the stocks going through a tough time in 2022 due to its correlation to growth we believe this is a top quality business which can continue to grow over the coming years helped by its e-commerce and logistics exposure i.e. the long term key to a stocks performance.
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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 remains long and bullish GMG
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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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