CGF 0.72% $6.21 challenger limited

Why I’ve changed my mind on CGF, and some thoughts on sell discipline, page-11

  1. 1,748 Posts.
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    Transversal's analysis is very articulate and convincing. But markets move in strange ways and just because he has sold his holdings does not mean CGF shares will not reach much greater levels from here. The local market may not be producing strong returns at present but the Japanese business is growing strongly and has great potential for the next decade IMO. My view is that CGF is a solid company with many positives given the demographics of Australia. I say buy, not sell.
    Last edited by reggierabbit: 24/01/20
 
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