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Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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    What Matters Today suggested improvement

    Hi team, appreciate the service and the detailed emails.

    Being a relatively new member, I'd suggest you provide more advice on whether you would buy at current levels when you give updates on current holdings. Trade Desk (TTD) from today is a good example. Yes, you hold it in the international equities portfolio and are comfortable holding it. But for those who are new to MM, would you buy at these levels; at what price is it a sell?

    JHX is a good example, with clear advice on when it's a buy and/or sell for the portfolio.

    I'd love an update on UBS too, which had a sizeable dip today of 2.4%.

    Thanks, Nick

    Answer

    Hi Nick,

    Welcome on board and thanks for the feedback, we are always looking to improve our service on every level making these comments very valuable information for MM.

    If you look at our portfolios the tab on the right hand side of the stock provides  the initial indication if we are still buyers at todays levels with “Active” meaning we are indeed still happy buyers at current prices. Hence of the 2 stocks mentioned, UBS & TTD we are indeed still bullish from current levels and we’re happy buyers: International Equities Portfolio.

    If the active TAB is not shown, we are not buyers at current levels, the stock is a hold or looming sell.

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