Fast food operator CKF has drifted lower after positing a fresh all-time high in December, the stocks not particularly cheap or expensive but revenue feels sustainable and an almost 3% fully franked yield is not to be ignored. However what’s really caught our attention is fresh buying by a new director who came over from Guzman Gomez and previously McDonalds – we like to see insiders increasing “skin in the game”.
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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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Friday 9th May – Dow up +254pts, SPI up +3pts
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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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Friday 9th May – Dow up +254pts, SPI up +3pts
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