Short Term Trading Weekend Lounge: 22-24 Feb, page-24

Updates on my tips

LNK
link’s results were good. No updates on client contract renegotiations. On the downside to my case - the protecting your super changes got passed in the 2 weeks of sitting (but got watered down). So this will recover some of Link’s forecast downside.

i would expect the upside is there, but t may take a year for the news flow to come.

CNW
So pumped to see cnw take a second leg up on friday.
results were strong, and seasonally their second half is stronger. I am deep in a position on this stock with a 2.1c average entry (long term FA target was 20c). The short term has done exactly as I expected. Pop settle pop.
i expect it falls back again now on low volume until news flow.

ARQ
Results is my catalyst (on Tuesday I think). Hoping for a strong dividend and strong forecast to drive it up 20%.


Other thoughts
also starting to keep an eye on Cog. Surely some big money starts nibbling with low interest rates looking to persist and this thing about to start spewing out cash