MM is looking to re-jig our Flagship Growth Portfolio today:
Sells – QBE Insurance (QBE), NRW Holdings (NWH) and reducing BHP Group (BHP).
Buys – Aristocrat (ALL), Macquarie Group (MQG) plus adding to Goodman Group (GMG).
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Performance update for March, stocks that drove returns & our current positioning
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Friday 19th April – DOW up 22pts, SPI down -55pts
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Market Matters Research Lead Shawn Hickman with David Koch
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 19th April – DOW up 22pts, SPI down -55pts
Daily Podcast Direct from the Desk
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
Daily Podcast Direct from the Desk
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