Description
End of financial year can be a drag. With tax time upon us, we need to give up an evening, possibly a weekend, to get our affairs in order.
But EOFY also affords us the opportunity to look over our investment portfolios, pat ourselves on the back for what has gone well, and undertake the cathartic experience of culling the underperformers.
It has been a surprisingly strong first half, despite high interest rates and inflation sticking around for longer than we would like, so hopefully it will be more of the former, and less of the latter.
With all that in mind, Grady Wulff sat down with Luke Laretive from Seneca Financial Solutions and Steve Johnson from Forager Funds Management for their analysis of three of the first half’s hottest stocks - all of which are trading near 52-week highs.
Plus, they also each name a stock that is in the too-hard basket right now.
Note: This episode was recorded on Wednesday 19 June 2024.
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