We are selling out of Goodman Group (GMG) entirely. While we love the stock, we think there is better opportunities elsewhere in the immidiate term – more information was included on the AM note this morning here.
MM are selling GMG in the Active Growth Portfolio, taking profit round $35
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We are buying GPT Group (GPT) into weakness, a diversified property company with more potential upside in the immediate term. More insight here
MM are buying GPT in the Active Growth Portfolio, allocating 4% around $4.65
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