CTD is a business MM has enthused about in the past but its not been immune from the market/sector selling. After rallying strongly from its COVID lows and expanding through acquisition during the pandemic weakness MM continues to like the stock but we can see ongoing fears of a recession leading to a rocky few months ahead and it doesn’t feel a “must own” stock right now.
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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 likes CTD under $17
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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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