Join Portfolio Manager James Gerrish & Senior Analyst Jules Copper as they do a deep dive into software business Altium (ALU). The stock has had a difficult time over the last 12 months, and now trades very close to it's 12 month lows. The market remains split and somewhat skeptical of the companies current guidance and therein lies the opportunity.
Introducing a brand new Podcast Series to Market Matters Members, Direct From The Desk.
Over the next six weeks, Portfolio Manager & Author of Market Matters James Gerrish will be chatting with one analyst per week providing a deeper dive into a stock that is on the Market Matters radar.
A new episode will be released each Tuesday and emailed directly to members.
We are making some amendments to the majority of portfolio's largely with the same view - to increase cash into strength. We're not turning bearish the market but we do want more flexibility than we currently have going into a seasonally weak period.
As discussed in the AM note this morning, we are making some amendments across the Flagship Growth Portfolio and the two International Portfolios today / tonight.
Introducing a brand new Podcast Series to Market Matters Members, Direct From The Desk.
Over the next six weeks, Portfolio Manager & Author of Market Matters James Gerrish will be chatting with one analyst per week providing a deeper dive into a stock that is on the Market Matters radar.
A new episode will be released each Tuesday and emailed directly to members.
We are making some amendments to the majority of portfolio's largely with the same view - to increase cash into strength. We're not turning bearish the market but we do want more flexibility than we currently have going into a seasonally weak period.
As discussed in the AM note this morning, we are making some amendments across the Flagship Growth Portfolio and the two International Portfolios today / tonight.
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