The local tech sector has recovered solidly over the last 5-weeks and we remain bullish targeting at least another 10% upside hence any buying of the Resources Sector into weakness might initially be funded by cash as opposed to selling some of our tech holdings.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Monday 12th May – Dow down -119pts, SPI up +16pts
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MM is targeting another 10% upside for the ATEC
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Monday 12th May – Dow down -119pts, SPI up +16pts
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