Cloud based logistics software designer WTC has been improving operationally with the current sector weakness starting to present some value in our opinion. If we get a washout to fresh 2021 lows on falling bond yields & $US we believe the risk / reward will become very attractive.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM likes WTC below $25
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