We bought back into CSL in April after a long and unpopular hiatus from the world-class blood-plasms business. At this stage of the economic cycle, we are keen on both the Healthcare Sector and CSL; going into next week’s result, all of the reasons we are long remain in play.
- We continue to initially target a retest of the $340 area, or +12% higher – MM owns CSL in its Active Growth Portfolio.
NB CSL reports next Tuesday, the 13th.
MM is long and bullish CSL
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