Magellan Financial Group (MFG) has enjoyed a strong advance into our target area, and we are locking in profits in The Active Growth Portfolio.
MM are selling MFG in the Active Growth Portfolio, taking profit & increasing cash around $11.95
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CAR Group (CAR) has enjoyed strong share price appreciation in recent months, and while it hit our $40 target a few weeks ago, we gave the momentum the benefit of the doubt. We are now taking profit, increasing cash.
MM are selling CAR in the Active Growth Portfolio, taking profit & increasing cash around $40.74
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Super Retail Group (SUL) has been sold down aggressively in recent months on signs that sales were decelerating. We view this as an attractive entry point into a diverse retail business exposed to a resilient consumer.
MM are buying SUL in the Active Growth Portfolio, allocating 4% around $15.00
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