Marcus Bogdan, CIO of Blackmore Capital discusses the COVID recovery thematic. Blackmore has a bias to quality and a bias to value over growth, or bond-like equities. Both Ampol and Ramsay Health have lagged the market recovery, and look like good reopening contenders.
Marcus Bogdan
Stocks for post COVID recovery - Ampol (ALD) and Ramsay Health (RHC)
Updated: Apr 15, 2021
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