Big sell call on CSL, page-72

Gotta get the story straight !
Heres the transcript !

CSL (ASX:CSL)

James Marlay: Okay. We've got a couple of stocks that you both like. Can you tell me something you don't like right now?

Blake Henricks (Sell): Well, I'd say we are funding some of these purchases through something like a CSL where great business, but there's probably not the tailwinds that it's had over the last few years in the next little while. So that's a good funder for us.

CSL (ASX:CSL) & Fisher & Paykel (ASX:FPH)

James Marlay: Okay. Jun Bei, you got something that you are using to fund your Zip shares?

Jun Bei Liu (Sell): He took my stock! I was going to say CSL. We're not going significantly underweight, but CSL, it's done well and it's pretty expensive and its earnings are going to be downgraded. So that's a funder, but of course other things like Fisher and Paykel, we've done very well out of it. And we just feel earnings at over 50 times is a bit too expensive and we're using that fund for other ideas. So that's a sell.