We are selling our 3% holding in Pilbara Minerals (PLS) after a solid run. While we like Lithium over the longer term, however we expect volatility to throw up multiple opportunities in the sector.
MM are selling PLS in the Flagship Growth Portfolio, taking profit around $4.83
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We are buying Lendlease (LLC) as a deeper value turnaround stock. While their track record is poor, there are signs that the underlying business is improving. We may be early on this trade, however moving a small portion of the portfolio into ‘recovery’ stocks we believe makes sense.
MM are buying LLC in the Flagship Growth Portfolio, allocating 4% around $7.58
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