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!
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