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Reporting season part 2 – Midway through reporting season Ben and Jeremy discuss the wild swings and reactions we are seeing to some company results. The market is definitely growth focused with everyone chasing growth. At some point value will have its day. Stocks discussed include – ALU, LLC, BHP, SEK, APA, QUB, CAR, WTC, QAN, NEA, IMF, FLT, EVT, NHC and SOL.

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