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Originally Posted by soulman
Mark, what is your takes on the market in the next upcoming reporting season. Bullish or bearish? Also, are you cashed up or mostly invested?
Keen to know your view.
Hi soulman, I am around 80% invested which is pretty high for me as I usually like to keep a bit of cash for opportunities, placements etc.
I'm very conscious that the market (US in particular) is ripe for a correction but the same time I feel the companies I am holding should all report pretty good interim results. I have no mining or mining services exposure and as usual a pretty high financial weighting.
In the event of a correction I see it as an opportunity. I think the Australian market will have another positive year a lot of money is only just coming back to the market for the first time since the GFC
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