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The Bottom Line

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).

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