MM has probably been knocked more for our conservative stance towards CSL than any other call over recent years yet here we are and the stocks 29% below its early 2020 high. MM has taken a fairly small 4% position a little higher but we want to see a decent spike under $240 before we consider averaging our holding. NB: CSL makes up 5.45% of the ASX 200.
MM will consider adding to our CSL position around 5% lower
Add To Hit List
