In September we saw the following 4 stocks removed from the ASX200 – G8 Education (GEM), NRW Holdings (NWH), Nuix Ltd (NXL) and Westgold Resources (WGX). A great rule of thumb when investing is a really good reason is required to go against the trend and buy a stock dropping out of the ASX200, however there are exceptions as there tends to be right across the investment landscape.
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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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Failed Macquarie float Nuix (NXL) is a perfect example of a stock being in the too hard basket as it drops out of major indices
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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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