Mineral Resources (MIN) has enjoyed a significant re-rate higher in recent months. Having averaged our position in March ~$22, we are now trimming back to a 3% target weight into strength.
MM are trimming MIN in the Active Growth Portfolio, targeting a new weight of 3% around $50
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CAR Group (CAR) has come back to our previously highlighted accumulation level, and will likely be hit further today during a weak session for the ASX. We are using weakness to buy back in post a ~20% correction despite a solid earnings result in August.
MM are buying CAR in the Active Growth Portfolio, targeting a 4% weighting around $33.50
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