nl,
pretty much in agreement with some differences: I'd probably short wes because of bunnings building supplies, but theres a lot more to wes than that so actually left it out. On the short side hvn has international exposure that is proving positive for them, so left them alone too. bbg looks good, I might add that one as a short. why bab(expletive! thanks hc!) and maccas? I'd be thinking building lenders with big housing exposure?
cheers!
re: what to do
-
- There are more pages in this discussion • 20 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add XJO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
7,861.2 |
Change
-102.500(1.29%) |
Mkt cap ! n/a | |||
| Open | High | Low |
| 7,963.7 | 7,963.7 | 7,861.2 |
| XJO (ASX) Chart |