Lastly LLC which resides in the MM Growth Portfolio, it’s been a frustrating journey so far but we feel weakness associated with a new CEO whose now steering the ship is overdone. The company is ideally positioned for todays economy as it develops and manages property / infrastructure assets – we are happy to stay long but aren’t considering increasing our position (yet).
scroll
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Webinar Recording: Are commodities entering a Supercycle?
Close
Thursday 11th September – Dow off -220pts, SPI off -20pts
Close
Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas
Close
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Close
Philadelphia Exchange Semiconductor Index (SOX)
Close
MM likes LLC around $12
Add To Hit List
Related Q&A
Lendlease (LLC) vs Stockland (SGP) moving forward
Challenger (CGF) & Lendlease (LLC)
Lendlease Group (LLC)
Review of LLC position
LLC Director Purchases / Reaction to Results
How much further can real estate stocks appreciate?
REITS
Macquarie substantial shareholder announcements
Any thoughts on Janus Henderson (JHG)?
MM’s views on APA, LLC and GMG please
What Hybrids does MM like today?
What does MM think of CNI, CLW & LLC into current weakness?
Is Lend Lease (LLC) a takeover target?
Updated thoughts on Lend Lease
Thoughts on BHP, RIO & FMG
Relevant suggested news and content from the site
Video
WATCH
Webinar Recording: Are commodities entering a Supercycle?
Recorded Wednesday 24th June @ 12.30pm
Podcast
LISTEN
Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk
Video
WATCH
Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas
Recorded 10th June 2026
Podcast
LISTEN
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
chart
Philadelphia Exchange Semiconductor Index (SOX)
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.