Right on cue after our positive comments towards the Oil Sector yesterday OSH jumped out of the blocks to be the ASX200’s top performer gaining +4.6%. We like both Santos (STO) and OSH into market / sector weakness but considering our $US view we have been adopting a more patient stance but we must also remain cognisant that stocks lead i.e. if crude has a sharp 10% correction the Energy Sector is likely to bottom first.
MM is bullish OSH
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