SIQ has struggled of late after another takeover bid failed to materialise – the original offer was at $10.35 before it was pulled back to $9.25. My logic is after reconsidering the deal TPG still saw excellent value 16% above todays price hence when combined with a forecasted yield of 5.85% we like SIQ for our Income Portfolio and would actually see it as a good place to invest if / when we migrated down the risk curve.
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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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QBE Insurance (QBE) v Australian 3-Year Bonds
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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 likes SIQ around $8
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