Health insurer NHF was the standout in the Sector yesterday rallying +2.3% to test Februarys high and technically the stock looks solid while it can hold above $6.40. Last month the company reported revenue up over 8% for the first half of FY22, NPAT up over 24% to $81.2mn and a 11c dividend putting the stock on a 4% fully franked yield, all feels ok under the hood and the stock looks good value after correcting 24%.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM likes NHF around $6.75
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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