We are taking profit in Dicker Data (DDR), with the view that the re-rate higher based on SME tech refresh has now largely played out.
MM is selling DDR in the Active Income Portfolio, taking profit around $10.20
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Smart Group (SIQ) remains a reasonably well priced stock, with solid yield, however we view the risk/reward as more balanced coming into results. We are taking profit, increasing cash.
MM is selling SIQ in the Active Income Portfolio, taking profit around $9
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