We bought a beach house, so I’m cashing out some of my stocks.

Class (ASX: CL1) is growing its revenue nicely and it makes profits and pays dividends; but its earnings growth is not so flash.

Today I appeared on Ausbiz’s The Call to chat about 11 stocks in this order: Accent (AX1) Redbubble (RBL) The Reject Shop (TRS) Reece (REH) Easton Investments (EAS) Damstra (DTC) Class (CL1) Bill Identity (BID) Clinuvel Pharmaceuticals (CUV) IGO (IGO) Aurizon Holdings (AZJ) You can view the show below. The stocks I own were Easton, Damstra … Continued

Software ✓
Reasonable multiple ✓
Reasonably under the radar ✓
Reason to believe in long term tailwinds ✓

Class has surpassed my expectations for FY 2020 results, but its share price is already up 30% since I bought… what now?

Bail outs for debt holders are a relief for equity holders but that won’t necessarily mean the debt gets paid. For that, companies will need to raise capital…