Our Research Team have updated their high conviction stocks for this month. In June we add CSL and we remove Suncorp and Oil Search. Suncorp remains a core portfolio holding, but with the tougher growth outlook for general insurance we believe share price appreciation could be muted from here. We have removed Oil Search following its exceptional share price performance. We still consider OSH a strong long term investment but it looks fair value at current levels. For the rest of our high conviction buys, our share price targets and our reasons to buy CSL visit the Morgans blog: (VIEW LINK)


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James Marlay

One of my favourite posts every month!