One stock which really caught our attention yesterday was TLS which rallied a healthy 3.2%, this is definitely a defensive play unless we all cut our addiction to mobile phones and data, hard to imagine! With a sustainable fully franked yield estimated around 4% any dip in bond yields & / or further flight to defensives is likely to see TLS rally towards $4.50 hence MM can see our Growth Portfolio, joining its income friend, in 2022 as a holder of TLS.
MM is bullish TLS below $4
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