Of the 3 stocks we picked out today we obviously like into weakness but the common denominator is we are being conservative looking at quality names that are being dragged lower by anti-growth sentiment:
- We like WiseTech (WTC) under $50 i.e. another 4-5% lower.
- Also we are considering increasing our Goodman Group (GMG) holding under $22, again another 4-5% lower.
- In the US we like Google after its 10% begrudging pullback.
Other stocks which could have easily made todays “top 3” are HUB24 (HUB), Xero (XRO) and for different reasons Appen (APX).