The Telco Sector only slipped -0.2% yesterday making it the best on ground in the space with heavyweight TLS rallying by over +2% and TPG by +0.9%. We remain bullish both of these household names regarding any market-based weakness as a buying opportunity e.g. TLS is already 6% above its Tuesday low. Both stocks pay a decent dividend, have the ability to raise prices if required and are reasonably insulated to an economic downturn making them prime candidates for almost any portfolio in today’s economic climate.
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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 bullish and long Telstra & TPG
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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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