We are buying Pendal Group (PDL) into current weakness.
We are averaging our existing position in Wesfarmars (WES).
We are averaging our position in Service Stream (SSM).
We are buying the new NAB Hybrid (NABPI).
We are taking profit on Smart Group (SIQ).
We are taking a loss on Insignia Financial (IFL).
We are cutting Magellan (MFG) for a loss, switching into Pendal (PDL) which has better upside in our opinion.