We are up almost 90% on our Samsung position but as we have said previously MM doesn’t believe in adding to positions just to average the entry level lower, if we believe a stocks going higher and the risk / reward looks good why not buy more.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM likes the risk / reward with Samsung after its 20% correction
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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