I’m not sure if we’re a sucker for punishment having already taken a loss on global property giant LLC in 2021 although we did exit closer to $12, but following its miss on earning expectations in August the bad news could well be behind us and again the risk / reward is starting to look interesting under $11 – they just need a positive catalyst in the short term.
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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 likes LLC under $11 as an aggressive play
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