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We have made a few updates to the growth portfolio, which reflects our view on key investment themes that will play out in 2016.
It was a massive week last week for brokers with a total of 53 upgrades and 11 downgrades. Flight Centre, Health Scope and Ramsay were all upgraded.
There have been some positive drivers in the sector of late, but for those companies that are struggling, a takeover is often welcome relief.
This week analysts liked Cochlear and Flight Centre, and BHP even got an upgrade before it announced its US impairment cost.
NAB and IOOF Holdings feature in our likes list this week, as Flight Centre and CSR are not very popular.
My stay in Greece ends on Monday, which is bound to be an eventful day for stocks, given Greece's last chance to pull off an 11th hour deal ends on Saturday.
