The insurance stocks feel like they’re gaining some strength as the banks slowly come off the boil, although a few days hardly makes a summer! Seasonally we know the banks struggle around this time, with 3 of the big 4 trading ex-dividend next month some overseas players are likely to sell out as they cannot benefit from the franking credits, conversely SUN doesn’t trade ex-div until August making it an ideal switch candidate for some of these players who want to maintain correlated exposure.
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Performance update for March, stocks that drove returns & our current positioning
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Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
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Market Matters Research Lead Shawn Hickman with David Koch
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Tuesday 23rd April – DOW up +253pts, SPI up +19pts
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MM likes SUN around $11.25
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Performance update for March, stocks that drove returns & our current positioning
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Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
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