Dion Hershon of Yarra Capital must have had this 'lively' blog interview recorded prior to yesterday.
What a difference a newspaper exclusive can make?Five-year stock picks
On the final question of the interview, where Hershan was challenged to name a single company he would buy and hold for five years if markets shut tomorrow, he fudged (but only slightly) by naming two.
Resmed (ASX: RMD) and Worley (ASX: WOR) were his five-year picks. The biopharma firm was selected because of Hershan's view that this period is enough for the lingering questions over competing drug treatments to be settled.
His thesis on Worley focuses on the firm’s box-seat position for the energy transition and as a beneficiary of what Hershan regards as a long-running underinvestment in oil and gas production.
Dion Hershon of Yarra Capital must have had this 'lively' blog...
Add WOR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$15.24 |
Change
-0.120(0.78%) |
Mkt cap ! $8.039B | |||
| Open | High | Low | Value | Volume |
| $15.31 | $15.43 | $15.02 | $42.20M | 2.784M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 14 | 40940 | $15.24 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $15.25 | 13269 | 2 |
View Market Depth
| Last trade - 16.10pm 14/05/2024 (20 minute delay) ? |
|
|||||
|
Last
$15.19 |
Change
-0.120 ( 1.33 %) |
||||
| Open | High | Low | Volume | ||
| $15.31 | $15.42 | $15.01 | 2894552 | ||
| Last updated 15.59pm 14/05/2024 ? | |||||
| WOR (ASX) Chart |