Tim and Kien speak to the earnings recovery as Australian and US companies go through their AGM and quarterly reporting season respectively.
In focus this week are Star Stocks, Clover Corp (CLV), McPhersons (MCP) and James Hardie (JHX), with special mention of Ecofibre (EOF) which was removed from our Star Stock universe.
To conclude, they respond to investor concerns about sector concentration risk with Tim providing insight into how he manages this issue within the Australian Lincoln Funds.
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.