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ALU, CDA, & 3 US-listed stocks BNTX, ZM, GOOS

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ALU, CDA, & 3 US-listed stocks BNTX, ZM, GOOS

Hi James & Team,

I would appreciate your general advice on the following stocks - ALU, CDA, & 3 US-listed stocks BNTX, ZM, GOOS.

Do you see much blue sky ahead for them?

Thanks & regards


Hi There,

Please excuse the brevity due to the volume of names:

  • Altium (ALU) – we remain bullish and long with a target in excess of $40 pre-Christmas.
  • Codan (CDA) – after dropping around 30% MM believers CDA is starting to present good value below $14 but not one for the kitchen sink all at once.
  • BioNTech (BNTX US) – we are neutral to bullish this biotech stock following its 30% correction.
  • Zoom Video Communications (ZM US) – Unfortunately MM still holds this in our MM International Portfolio, we are looking for better levels to exit.
  • Canada Goose Holdings (GOOS US) – we are neutral this global outwear stock which is trading at the same levels as it was back in 2019.
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Altium (ALU)
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