NAB has more than doubled from its COVID low and we can see some consolidation now as the stock heads into Mays report and dividend. However the down side feels limited to 10-15% hence any selling would be accompanied with a plan to reweight back into the sector, probably via Westpac (WBC) or a regional alternative i.e. adding some alpha around the edges.
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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 considering trimming our NAB position
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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
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Wednesday 24th April – DOW +263pts, SPI +27pts
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