Yesterday morning I chatted with Ausbiz around the bond market dynamics and how that impacts particular sectors on the ASX. I also discussed Telstra (TLS) and our views on the ‘takeover’ plays that currently reside in our Flagship Growth Portfolio, namely Crown (CWN) & Altium (ALU).
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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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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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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
Recorded Monday 25th March
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