The result yesterday from JBH was good, and importantly, was delivered into a market that has been underweight the stock. Having hit the upper end of our target range, we now look to take profits and recycle capital elsewhere.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM are selling JBH in the Active Growth Portfolio, talking profit around $75.00
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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