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DNR Capital: Why Telstra? Why Now?

Jamie Nicol, Manager of DNR Capital's Australian Equities High Conviction Fund and Portfolio, explains why his firm is currently adding Aussie telco Telstra to its holdings.

 

It has been a long, hard, two-decade slog for Telstra Corporation, a period filled with more losses than wins for the telco giant. So why is DNR Capital buying it now? Jamie Nicol, Manager of DNR’s High Conviction Fund and Portfolio, explains.

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