sell sell sell .... gottliebsen

  1. 298 Posts.
    seems to be saying in an article this week in the Eureka report

    "All investors now need to look at their share portfolios to assess the vulnerability of their stocks, bearing in mind that as well as being hit by the consumer spending downturn, many companies will be affected by the higher interest rates"

    stocks he mentions

    consumer disretionary will be hit hard
    JST
    BBG
    HVN

    Housing
    BRK
    "NSW housing starts have sunk to levels not seen since the great depression of 1930s"

    wine - expensive luxury item
    FGL

    Media ... Jamie Packer did Lachlan Murdoch a favour
    stocks to be pounded
    SEV
    TEN
    Consolidated media etc

    Maybe not cheap advertisers such as SEK. theory to be tested though.

    consumer staples
    WES
    WOW

    business great for a recession but way over priced


    He did say banks are looking good

    But overall things looking a bit grim


 
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