We discussed CSL in detail earlier in the month following its FY24 results and forward guidance, concluding that we intend to hold the $149bn giant but would only add to our 6% position in the Active Growth Portfolio if it pulled back below $280.
- We like CSL but don’t want to increase our 6% position in the blood plasma business—MM is long CSL in our Active Growth Portfolio.
MM is long and bullish towards CSL
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