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MM remains long and bullish GMG

by Harry Watt

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MM is long & bullish REA Group

by Harry Watt

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MM believes Credit Suisse will survive in some form

by Harry Watt

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MM is neutral on the ASX200 around the 6900-7000 area

by Harry Watt

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MM believes cash rates are at / or very close to a peak

by Harry Watt

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MM is buying MIN in the Flagship Growth Portfolio, allocating 4% around $80

by Harry Watt

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MM likes S32 around $4, or 5% lower

by Harry Watt

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MM is considering buying MIN ideally around $76, or 5% lower

by Harry Watt

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MM will consider increasing our SFR position down towards its January low

by Harry Watt

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MM remains bullish towards copper into weakness under $US400

by Harry Watt

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