We’re initiating a position in Helius (HLS) this morning after recent results showed tangible evidence that a turnaround is under way. This is a contrarian play, and our maximum weighting is 4% for this position, meaning we do not intend to average the position in the future. We covered the result here
MM are buying HLS in the Active Growth Portfolio, allocating 4% around $1.67
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We are increasing our existing position in Worley (WOR) following solid results, adding 1%, targeting a % portfolio weighting. NB: WOR trades ex-dividend today.
MM are adding to WOR in the Active Growth Portfolio, targeting a 5% weighting around $15.00
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