GNC is largely known for its grain storage / handling operations but it also produces canola oil & meal plus cattle / livestock feed, clearly a good place to be invested if food prices are going to maintain their upside momentum. The stocks forecast to yield close to 3% over the next 12-months which when combined with some potential solid capital appreciation makes GNC an appealing investment to MM especially in an inflationary environment.
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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 bullish GNC around $6
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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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