AST vs AGL
“Hi James and Team, A question for MM Monday Report if I may. We are retired income-focused investors. We have a holding in AGL, and are considering cutting the position given the commentary regarding AGL's problems, while we have a manageable loss. We are thinking of a switch to Ausnet as we want to maintain diversity in our holdings. What is MM's view on Ausnet? Does MM feel the Utilities sector worth staying in or should we move those funds out to another sector entirely at this stage? Many thanks and keep up the good work.” – Karl B.