One of MM’s holdings in our International Portfolio unfortunately dropped the most since March after missing quarterly revenue expectations, another stock failing to accelerate to the upside after making fresh all-time highs – this current market characteristic feels like it’s here to stay in 2021 suggesting investors should be more active towards profit taking than they usually would.
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
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Friday 19th April – DOW up 22pts, SPI down -55pts
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MM is bullish PayPal medium / long term
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Related Q&A
How does MM rate PayPal (PYPL US) & Metrics Master Income Trust (MXT)?
Does MM like PayPal Holdings after its recent plunge?
What’s ideal US equities Exposure?
Is PYPL still expensive?
Virgin Money (VUK), Whitehaven (WHC) & Paypal (PYPL US)
Is The Trade Desk and Paypal considered tech?
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