We remain bullish gold and the sector over the coming weeks / months but NCM like much of the local names has disappointed through 2022 as investors became fixated on rising bond yields. MM holds 5% of our Flagship Growth Portfolio in NCM and this position will certainly be under review if / when it challenges our target area.
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Performance update for March, stocks that drove returns & our current positioning
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Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
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Market Matters Research Lead Shawn Hickman with David Koch
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Tuesday 23rd April – DOW up +253pts, SPI up +19pts
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MM remains bullish NCM targeting a test of $29
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
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Tuesday 23rd April – DOW up +253pts, SPI up +19pts
Daily Podcast Direct from the Desk
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