Podcast Archive

Marcus Strategy Friday December 11th 2020


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Today we have a look at the best recovery play of all - a sector that is beginning to froth up as the Pfizer vaccine approval looms. UBS upgrades the banks and talks about share buybacks and a return to higher dividends. CSL abandons its vaccine candidate. We look at three resources stocks which might still offer some value. We cut one stock out of our growth portfolio after a disappointing downgrade yesterday. We suggest a few ETF candidates for the recovery and top it all with the usual technical observations.

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