MM already holds and importantly still likes ALU after its recent 20% pullback – pretty standard for the sector in 2022! For those subscribers who’ve been asking when is a good time to buy ALU we feel the answer is now and if we weren’t already long it would be on our menu today. We hold a 3% weighting at inception in our Flagship Growth Portfolio with our original entry at $26.97.
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Buy Hold Sell: The best and worst performers of FY25
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Friday 15th August – Dow off -11pts, SPI up +8pts
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Thursday 14th August – ASX +66pts, WBC, TLS, PME
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MM likes ALU under $38
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