Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James and team, The market has had a nice pullback - just wondering, if you didn't have any positions in any stocks, what has come back nicely which you would want to enter? Whats your current highest conviction calls if you didn't have any money in play?
Hi Josh,
We actually started outright buying on Friday with purchase of CAR Group (CAR) plus we switched ResMed Inc (RMD) into CSL Ltd (CSL) for reasons discussed previously during the week. However for the aid of simplicity I have picked out 5 stocks we like at todays prices following the sell off courtesy of rising bond yields and Middle tensions.
NB We just bought CAR and are considering WTC while JB Hi-Fi (JBH) will enter our buy zone under $60.
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