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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Wednesday 16th July – ASX -73pts, EVN, RIO, NEM
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Wednesday 16th July – Dow off 436pts, SPI down -66pts
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Price change after positive earnings surprises – Source Bloomberg
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MM remains bullish BVS
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Price change after positive earnings surprises – Source Bloomberg
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