Real Estate company HomeCo. (HMC) has been on the acquisition trail for its new $1bn REIT, the business has been accumulating a health hub and child care centres while at the same time selling a shopping centre in Bathurst. The stocks had a great few years and on valuation of 24.7x its not overly cheap MM believes this is a year where quality will shine and we can still see +20% upside over the coming 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 bullish HMC targeting the $9 area
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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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