The operator of businesses like Jay Jays, Smiggle, Peter Alexander and Dotti was a standout performer through 2021 although it has come off the boil this month. PMV is a lower yielding stock as is so often the case with top quality companies, we’re not keen on chasing this stock at current levels but into weakness it may provide some attractive risk / reward.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM is neutral PMV
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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