Online accountancy business XRO maybe a quality business but its still corrected well over 30% as its high valuation comes under scrutiny, as we’ve seen in the US it must continue to deliver. MM are already holding a 5% exposure which is plenty in todays market but if we held a smaller position we would be considering increasing our exposure around $100.
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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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MM likes XRO around the $100 area
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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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