Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James Referring to your Pulse Check webinar on 6/12/23. Of the 5 (ABB, SFR, NSR, SRG and ORA ) active ASX listed Companies mentioned as your highest conviction calls can you give me your current pick if you had funding for only one of these companies. regards Debbie
Hi Debbie,
Hard one as they all have different risk profiles, i.e. ABB for growth, ORA for defence. SRG is the highest risk, NSR is the lowest and so on. Importantly, we’re all about how a portfolio of stocks interact with one another over time which generates a blended return, always anchored risk. Picking one stock is counter to that view. If pushed, National Storage (NSR) probably offers the best balance here and now @ $2.19, however we’ve probably just put the mocker on it!
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