Kien and Jacob allude to the abrupt rotation from quality growth into low quality value or those stocks with earnings that have been severely impacted by the COVID environment. They also provide insight into how investors can manage this rotation within their growth or income portfolios.
The Star Stocks in focus this week include James Hardie (JHX), Austnet Services (AST) and Macquarie Group (MQG). Finally, they elaborate on the share purchase plan used by McPherson’s (MCP) to raise capital for the acquisition of Global Therapeutics.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.