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Weekly Wrap 17 July

Bell Direct
July 17, 2020
With COVID-19 changing our daily behaviour, several rebalancing and trading opportunities have surfaced. Add in the six key economic indicator and commodity price movements this week – and there’s plenty for investors to consider. In this week’s wrap, Jessica covers:
  • (1:59) Three stocks benefiting from the economic recovery
  • (2:15) Recessionary outperformers slump: Avita Therapeutics down 15%
  • (2:35) Where to consider increasing exposure to in light of the recent $2 billion jobs package
  • (3:08) As OPEC eyes a production lift in August, the oil price braces for heightened volatility
  • (3:26) Reading the new market: rebalancing ideas for your portfolio
  • (4:24) Strategic trading ideas: Collins Foods (ASX:CKF), Coles (ASX:COL) and Super Retail Group (ASX:SUL)

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