We are using recent weakness to top up our existing holding in LLC, moving from a 4% target weighting up to 5%.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Wednesday 7th May – ASX +9pts, NAB, NXL, BOE
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Wednesday 7th May – Dow down -389pts, SPI off -31pts
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MM are increasing LLC in the Flagship Growth Portfolio, targeting a 5% portfolio weighting around $6.50
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Wednesday 7th May – ASX +9pts, NAB, NXL, BOE
Daily Podcast Direct from the Desk

Podcast
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Wednesday 7th May – Dow down -389pts, SPI off -31pts
Daily Podcast Direct from the Desk
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