FLT remains well below its pre-COVID levels and it’s a business still looking forward to better trading conditions in the future but as we wrote previously it’s a turnaround story that’s taking longer than many hoped/expected – we prefer CTD in a market that’s unforgiving to anything but the top quality businesses.
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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 is neutral FLT
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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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