NCK is a quality furniture retailer that like many businesses has struggled to deliver orders due to COVID shutdowns in China, but things appear to be slowly improving on the ground in the world’s 2nd largest economy and we feel value is rapidly emerging after the stocks halved over the last 6-months.
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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 likes NCK in the $8-8.50 region
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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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