MM exited NST above $10 back in March, the move didn’t look good for a few weeks but it’s a different story today, in hindsight I wish we had trimmed our Newcrest (NCM) position at the same time – NST has corrected -28% and NCM -16%. We now like both stocks at current levels, in line with our view on yields and the $US, although we are unlikely to increase our already solid 5% position in NCM.
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Thursday 28th March – ASX200 +80pts, All Time High, Retail Sales
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Performance for February & 4 stocks we like here and now
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Thursday 28th March – DOW up +477pts, SPI up +60pts
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MM likes NST into weakness towards $8
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