LIKE

Michael likes Appen (APX). “The language technology group is poorly understood. The services it provides are highly scalable, and in my view desirable, as the world heads deeper into a technological world,” he says.

“The pullback to around $20 from highs close to $32 is a buying opportunity for investors with faith in APX’s future,” he adds.

Source: Google

DISLIKE

Michael doesn’t like Xero (XRO). “The company is a global leader in cloud accounting and has an exciting future, particularly through its US expansion,” he says.

“However, this is in my view more than factored into the share price and investors may consider locking in gains at all-time highs above $75,” he adds.

Source: Google

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