JBH has also corrected over 20% dancing in almost perfect tandem with HVN as concerns towards the medium-term macro picture continue to hang over the market and sector. Similar to HVN we can see over 20% upside into 2022 and with a projected yields above 6% its extremely hard to pick between the two.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM likes JBH around $47
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