TMS Insights February 2021

18 February 2021

18 February 2021 – With reporting season underway and many companies beating analyst expectations Ben and Jeremy discuss the bank recovery with CBA, commodities boom for BHP, FMG and RIO, the upside-down recession for (CAR) and why Coles (COL) have lowered their future profit expectations.

Ben also looks at the spike in bond yields and what effect it will have on share portfolios.  Stocks discussed include CBA, BHP, FMG, RIO, CAR, COL, IRE, WES, CSL, ALU.

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