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The Bottom Line

We are taking heed of the BofA Survey and see no reason to increase our exposure to the consumer staples sector.

  • We are neutral towards WOW and COL but prefer the formers out of the two.
  • We continue to like MTS from a yield and valuation perspective.
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Relevant suggested news and content from the site

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Overview
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Webinar Recording: Are commodities entering a Supercycle?
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Metcash Ltd (MTS)
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Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Coles Group Ltd (COL)
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Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse
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Woolworths Group Ltd (WOW)
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Pulse Check Webinar: Portfolio positioning post the Budget
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