We are buying Magellan (MFG), believing the stock is simply too cheap to ignore, and better performance with improve FUM flow.
MM are buying MFG in the Flagship Growth Portfolio, allocating 4% around $9.10
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We are buying Woodside (WDS) to increase our exposure to Energy.
MM are buying WDS in the Flagship Growth Portfolio, allocating 4% around $36.31
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We are selling our 4% holding in James Hardie (JHX), believing the easy money is now behind us.
MM are selling JHX in the Flagship Growth Portfolio, taking profit around $40
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We are locking in profit in our 5% position in Iluka (ILU) following its strong outperformance.
MM are selling ILU in the Flagship Growth Portfolio, taking profit around $11.70
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