Skip to Content

Archives: Actions

MM is bullish Zip

by Harry Watt

  • Posted in
  • Comments Off on MM is bullish Zip

We now expect SSM to tread water and have no intentions of adding to our position in the Income Portfolio

by Harry Watt

  • Posted in
  • Comments Off on We now expect SSM to tread water and have no intentions of adding to our position in the Income Portfolio

We like Ramsay, expecting it to breakout of the range through $70 on the back of this positive update.

by Harry Watt

  • Posted in
  • Comments Off on We like Ramsay, expecting it to breakout of the range through $70 on the back of this positive update.

MM remains bullish IGL

by Harry Watt

  • Posted in
  • Comments Off on MM remains bullish IGL

A weak 1H21 scorecard will see downgrades – MM holding but not adding yet

by James Gerrish

  • Posted in
  • Comments Off on A weak 1H21 scorecard will see downgrades – MM holding but not adding yet

MM likes NWL ~5% lower.

by Harry Watt

  • Posted in
  • Comments Off on MM likes NWL ~5% lower.

MM likes PPS ~10% lower – a candidate for our Emerging Companies Portfolio

by Harry Watt

  • Posted in
  • Comments Off on MM likes PPS ~10% lower – a candidate for our Emerging Companies Portfolio

MM is keen on HUB ~$20.

by Harry Watt

  • Posted in
  • Comments Off on MM is keen on HUB ~$20.

MM is bullish Australian longer dated bond yields.

by Harry Watt

  • Posted in
  • Comments Off on MM is bullish Australian longer dated bond yields.

MM is bullish & long copper.

by Harry Watt

  • Posted in
  • Comments Off on MM is bullish & long copper.
Back to top