Cloud based logistics business WTC delivers a great product where the only negative feedback I hear from users is the costs mount up but performance wise they love it. The stock has corrected over 30% tracking local tech names lower but at current levels we like the risk / reward and along with Altium (ALU) and Xero (XRO) we feel the next 20% is up.
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Performance update for March, stocks that drove returns & our current positioning
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
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Market Matters Research Lead Shawn Hickman with David Koch
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Thursday 18th April – DOW -45pts, SPI +20pts
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MM likes WTC around $41
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