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The much anticipated CBA results were out this morning - we have described them as "OK not dazzling" and the rather negative tone of the research pre-results is unlikely to change much tomorrow by the looks of it. The dividend payout a bit conservative going ex dividend on March 4. Most of the overnight themes were quite positive we have a look at those. We have made some changes to the Growth and Income portfolios and chase our tails trying to keep up with the results and results reactions.
