We are selling our 4% holding in HUB24(HUB) given its traded up into our target region above $28. While we continue to like HUB, and will own it again at some point, raising cash into market strength has it’s appeal for 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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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM are selling HUB in the Flagship Growth Portfolio, taking profit around $28.00
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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
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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