OSH looks very similar to WPL, its failed to embrace the strong crude price through 2021 and we see no reason to fight the underperformance trend until further notice.
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is neutral OSH
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Monthly Update: Portfolio performance and positioning during October
Recorded Thursday 6th November
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Buy Hold Sell: The best and worst performers of FY25
James Gerrish & Henry Jennings
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
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