SPI PODCAST - Thursday 18th November - Strategy. Portfolios. Ideas.

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Lots of news - AGM season in full flight as well as a few results around. The CBA fell 8% on its update yesterday. We look at what to do now. The Macquarie share purchase plan is coming up - we talk about that as well. Then there's the MIN AGM, the SHL AGM, the EVN acquisition (its up 8%), the SEK AGM, and a bunch of others. We also look at XRO post results and update the IDEAS PORTFOLIO.
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