EPISODE 33 - MIKE HAWKINS
Chief Investment Officer Mike Hawkins joins David on the Morning Mail this morning.
Post last week’s company results, Mike made changes to his Model Portfolio on Friday. The major change was the inclusion of Transurban Group, with National Australia Bank Ltd being removed. Mike also took the opportunity to add to other existing holdings. We discuss the reason for these changes.
With a large number of companies reporting this week, Mike highlights two result he will be watching closely – CSL Ltd and Wesfarmers Ltd
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