MM recently allocated 4% of our Flagship Growth Portfolio into this recovery business which has clearly endured a very tough few years. We like our purchase but it’s unlikely we will add to this holding considering where we see the cycle for the tech sector.
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Buy Hold Sell: The best and worst performers of FY25
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Tuesday 5th August – Dow up +585 pts, SPI up +86pts
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Monday 4th August – ASX -15pts, BPT, EDV, DHG
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MM remains bullish BVS
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