Of the 3 stocks looked at today chemical and fertiliser company IPL is discussed the most but as the global demand for food grows sending prices skyrocketing in the process the backdrop for businesses like IPL is solid. The stocks already run reasonably hard through 2021 but we can comfortably see another 20% upside if stocks enjoy another strong Christmas Rally.
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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 IPL
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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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