Revised broker targets off the back of the AGM downgrade today -

https://www.morningstar.com.au/stocks/unconventional-wisdom-should-i-sell-this-underperforming-asx-share

Mark LaMonica follows up on his initial CSL purchase (linked in my former straw).

Disc. : Held IRL

https://www.morningstar.com.au/insights/stocks/260474/unconventional-wisdom-a-controversial-income-pick

CSL as a "dividend growth" investment. An interesting take from Mark LaMonica of Morningstar.

Chris Leithner, who I note has a mostly bearish slant on the topics he writes on from what I have seen, with a rather eye-catching headline on Livewire.

https://www.livewiremarkets.com/wires/why-csl-will-likely-underperform-term-deposits

Luke Laretive on Seneca reviews CSL's results.

https://www.livewiremarkets.com/wires/csl-bleeds-7-billion-on-fy24-result-have-investors-overreacted

The results were good, but have received an indifferent response from the market so far (moderate sell off on the first day, followed by a partial retracement so far today).

CSL is close to the bottom of a multi-year trading range here (somewhere between $250-$340). Assuming the range holds, it is a good time to buy.

If it breaks the range, it may be an even better time to buy after it settles :). This is from an investor's perspective of course, those who can hold for long periods and withstand volatility to the downside - traders will want to tread more cautiously.

A contrarian opinion on CSL presented here (among other things).

https://www.youtube.com/watch?v=1NhZfbiACSg

Disc. : Held IRL