Tim Lincoln and 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 (TLS) and Breville Group (BRG). They put new Star Growth and Star Income Stock, Nick Scali (NCK) under the microscope and answer the question “Should we be concerned by the high P/E ratios on the US and Australian markets?”
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.