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  • Comments Off on MM is bullish WHC looking for an area to increase our exposure

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  • Comments Off on MM remains cautious towards stocks at current levels

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  • Comments Off on If we still held, we’d wait for the deal to complete rather than sell on-market

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  • Comments Off on MM are bearish NIC

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  • Comments Off on MM is bullish TAH but prefers PBH in the better space – although a much higher risk play

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  • Comments Off on We prefer JHX in the materials space, being neutral BSL here

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  • Comments Off on MM likes RWC under $4.50

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  • Comments Off on MM likes JHX around $36

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  • Comments Off on MM likes BLD into a ~10% pullback

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  • Comments Off on MM is neutral-bullish the US Housing Sector short-term
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