Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Thank you James for this weekends report Could be exiting times ! Your final words of the the report were - we will be selective I took that to mean that your selections will revolve around stock purchases from stock sales. What would be your position/selections if you had spare cash reserves ? Not unlimited of course !! Cheers Mike
A great question which I will answer succinctly with a mix of stocks we hold + a few we don’t. We like Banks here and hold CBA and NAB – we would be happy buyers of either one as we have done recently. We are targeting a buy in Fortescue (FMG) into weakness below $15, we view Ive Group (IGL) as a high risk recovery play that will do very well if the economy kicks into gear supported by a share buy-back (note high risk), and we are bullish Energy, holding Beach Energy (BPT) in our growth portfolio however we also like Santos (STO).
Two others if required would be IDP Education (IEL) as an aggressive reopening play even though its already rallied strongly this month plus CSL Ltd (CSL) mentioned earlier.
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