We are selling our 6% position in Deere & Co (DE US) from the portfolio after their guidance underwhelmed for the year ahead. We will sit in cash for now, as we assess other opportunities. We covered the update here.
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Webinar Recording: Are commodities entering a Supercycle?
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Webinar Recording: Are commodities entering a Supercycle?
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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MM are selling DE US in the International Equities Portfolio, taking profit around $US391.00
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