Serial underperforming insurance company QBE is one of the businesses that benefits from increasing short term interest rates simply because it holds received premiums on deposit in anticipation of future claims hence higher yields delivers higher revenue. We remain bullish QBE targeting a test of $13 which implies the value section of the market has more left in the tank on the upside i.e. its not yet time to grab profits from our resources positions.
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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 QBE looking for another 10% upside
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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
Recorded Monday 25th March
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Friday 19th April – DOW up 22pts, SPI down -55pts
Daily Podcast Direct from the Desk
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