A great question which I will answer succinctly with a mix of stocks we hold + a few we don’t. We like Banks here and hold CBA and NAB – we would be happy buyers of either one as we have done recently. We are targeting a buy in Fortescue (FMG) into weakness below $15, we view Ive Group (IGL) as a high risk recovery play that will do very well if the economy kicks into gear supported by a share buy-back (note high risk), and we are bullish Energy, holding Beach Energy (BPT) in our growth portfolio however we also like Santos (STO).
Two others if required would be IDP Education (IEL) as an aggressive reopening play even though its already rallied strongly this month plus CSL Ltd (CSL) mentioned earlier.
MM is especially keen on the Energy Sector at current levels
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