If we can ever see Wall Street and the world’s other stock markets, like ours, which all play follow the leader, get de-spooked by the leader of the free world — Donald “the tweeter” Trump - then I reckon our top 20 stocks, as a group, should be set for a nice rebound.
I like investing in beaten up quality companies when I think the market has overreacted to more-temporary stimuli.
Right now, Donald’s tariff tweeting and the threat of a trade war, combined with our Royal Commission here, which has hurt the banks’ share prices, has collectively made the top 20 stocks perform terribly.
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- Buy, Hold, Sell – what the brokers say
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