JBH is the standout today having fallen only 24%, arguably no surprise when many children still refer to its as “kids heaven” – what happened to the toy shops! The stock feels cheap around 10.4x 2022 earnings while a healthy fully franked dividend due in August makes this another tempting contrarian play.
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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 $43
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