Clime and StocksInValue analysts, David Walker and Damen Kloeckner, along with CBG Analyst, Scott Maddock, come together to discuss their perspectives on the market this week. In this open format they cover off iron ore pricing and its implications for BHP and Rio; QBE in the wake off back to back hurricanes in the USA; CSL with potential upside heading into a heavy flu season in the northern hemisphere; Shriro’s partnership with Hester Blumenthal; and BLA’s alternate approach to funds management.


Stocks covered

BHP (ASX:BHP)
Rio Tinto (ASX:RIO)
CSL (ASX:CSL)
QBE (ASX:QBE)
Shriro (ASX:SHM)
Blue Sky Alternative (ASX:BLA)