We are overweight the Tech Sector at this stage, holding Altium (ALU) and Xero (XRO), which, importantly, is a sector whose stellar outperformance we believe is maturing fast. Hence we do anticipate cutting at least one of these holdings over the coming weeks.
- We are ideally targeting the +$50 area for ALU, but it’s already bounced hard since late October – – recent comments by MM on ALU.
MM is long and cautiously bullish on ALU
Add To Hit List
