Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
“Hi MM, Thank you for the very good Sunday update. Have a few questions as follows; GWA - has had a good run. Is it time to take profits or ok to sit in this one and use for dividends? IEU - has gone nowhere. Time to get out or stick with it? SPT & EML - Thoughts?” - Cheers, Jill C.
Morning Jill,
Lots of questions here hence my bullet points below:
GWA – bathroom and kitchen business GWA is breaking to fresh post COVID highs, technically the stocks looks good with stops under $3.40 plus as you say an almost 3% fully franked dividend is not to be sniffed at in today’s environment.
IEU – we remain bullish European equities so see no reason not to be patient with this purchase, it’s been less than 2-months. We own IEM in the Global ETF Portfolio.
SPT – Splitit Payments (SPT) looks to be in recovery mode similar to Zip (Z1P), we are net bullish short term with another test of $2 looking a strong possibility.
EML – MM is neutral EML Payments, we think there are better ways to play the payments space.
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