Buy, hold, sell: Altium, Northern Star Resources, Pro Medicus, Xero – The Australian Financial Review

Matthew Kidman: They’ve put out a number of bad announcements recently compared to the market, but the market loves international niche players. Altium, buy, hold, or sell?
Jason Kururangi: It’s a buy for us. Look, we take a three-year view when we’re looking at these stocks. And when we look at Altium, it’s a really high-quality product. It’s got a large addressable market that they’re growing into, and there’s a transition going on where we expect significant value to be created for us as shareholders….

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