We are taking profit on National Storage REIT (NSR) following the takeover bid from Brookfield/GIC at $2.86. With the shares trading around $2.80, and the deal not likely to complete until 2Q26, we are re-allocating the funds elsewhere.
MM are selling NSR in the Active Growth & Active Income Portfolios, taking profit around $2.80
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We are buying Light & Wonder (LNW) in the Growth Portfolio, viewing it as undervalued relative to Aristocrat (ALL) with a looming catalyst from likely index inclusion.
MM is buying LNW in the Active Growth Portfolio, targeting a 4% weighting around $155
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