Buy, hold, sell: Macquarie Group, Resmed, Brambles, CSL – The Australian Financial Review

Bella Kidman: Ben, it seems to be quite a staple in all Australian portfolios. Buy, hold, or sell?
Ben Clark: Yeah, and I think with good reason. I’d be a hold, but this business does have a great future. I think they’re world experts in infrastructure investing, which we’re going to see under Biden. They’ve really pushed hard into green energy, which is almost perfectly positioned again with what’s going on in Europe and the US, but there is short-term uncertainty around the earnings. The share…

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