"IRE ticks a lot of boxes for me... I would say accumulate as it doesn't look expensive," David Novac

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: AQG, BHP, LLC, LVT, UWL, HLS, JAT, IRE, CBR, OFX. The stock of the day is Insurance Australia Group (IAG).

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