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MM remains long & bullish JHX

by Matthew Snodgrass

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MM believes MIN is approaching (or is at) peak negativity ~$24

by Matthew Snodgrass

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MM are trimming VAU in the Emerging Companies Portfolio, targeting a 4% portfolio weight around $0.40

by James Gerrish

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MM are buying ARB in the Emerging Companies Portfolio, allocating 4% around $39.88

by James Gerrish

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MM are selling BAP in the Emerging Companies Portfolio, taking a loss around $4.70

by James Gerrish

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MM are selling SIQ in the Active Income Portfolio, taking a loss around $7.80

by James Gerrish

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MM is neutral GMG, but would get interested ~$32

by Matthew Snodgrass

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MM is bullish Alibaba (BABA US) & Chinese tech more broadly

by Matthew Snodgrass

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MM is looking to switch from BAP to ARB in the Emerging Companies Portfolio

by Matthew Snodgrass

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MM remains bullish on MTS ~$3.20 for income

by Matthew Snodgrass

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