Visa (V US) is a holding we have been monitoring closely through 2021 as its failed to embrace the markets strength over the last 12-months, after its 7% bounce its now feeling like an opportune to time cut our position for a small profit – we should always ask ourselves the question that if we wouldn’t consider buying a stock at this level should we still own it.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM is considering selling Visa (V US)
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