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The Bottom Line

  • MM likes BOQ, RWC & ELD into weakness.
  • At this stage there’s no order of preference with these very different businesses, it will largely come down to prices at the time.
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Relevant suggested news and content from the site

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ASX200 Index
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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 Moves
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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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Movers & Losers
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
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Pilbara (PLS)
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Thursday 18th April – DOW -45pts, SPI +20pts
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