There is a lot happening at present with AGM’s, quarterly updates, market news and share price movements so today we bring you an update on five model portfolio holdings and one new idea. Analysts, David Walker, Adrian Ezquerro and Damen Kloeckner come together to discuss their perspectives in this open forum, covering HFA Holdings (ASX:HFA), IPH (ASX:IPH), ANZ (ASX:ANZ), 1300 Smiles (ASX:ONT), Orora (ASX:ORA) and CSL (ASX:CSL).

The Clime Group holds shares in HFA, IPH, ANZ, ONT, ORA and CSL on or behalf of various mandates for which it acts as investment manager.