Taking Stock Weekly Insights 14 August 2020 from azj Watch Video
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⏲ Duration: 14 min 75 sec ✓ Published: 14-Aug-2020
Description: In this edition of Taking Stock, Managing Director and Chief Investment Officer Tim Lincoln and Head of Research Kien Trinh speak to the factor rotation occurring from quality growth into the more vulnerable stocks. They highlight the themes emerging from the reporting season and discuss the recent results from REA Group (REA), Commonwealth Bank (CBA), and new Star Income Stock, Aurizon (AZJ). Kien also explains why the share price reacted negatively to the results from AGL Energy (AGL), Telstra
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