What are MM’s thoughts on RUL and NST?
Dear James and Team, Well done on your great Growth Portfolio performance figures. Great numbers across all time periods. My first question relates to RUL. With a possible outperformance of small vs large caps in 2024 what is your view on RUL. After a good run in June it has come back a bit. Not many brokers cover the stock hence my question to you. Second question. I know you have spoken about a possible switch from NCM to NST. If you did not own NCM would you consider buying NST into its recent 20% pull back? Keep up the great work. Charles