The Australian banks have largely outperformed during the recent market weakness, we currently like our exposure through Commonwealth Bank (CBA), Bank of Queensland (BOQ) and Virgin Money (VUK) but we will look to add to the “Big Four” if NAB or ANZ fall another 4-5%, their looming dividends in May historically makes the following few months a sold time for the sector.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 19th April – DOW up 22pts, SPI down -55pts
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Market Matters Research Lead Shawn Hickman with David Koch
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
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MM likes NAB around $26
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