"Following a fund manager is like following a football team, you gotta follow where they are moving... our analysts have upgraded [NGI] to BUY," Francesco de Stratis

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: RIO, AWC, A2M, PSC, GUD, BNL, NGI, ASIA, LIC, VHT. The stock of the day is South32 (S32).

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