We are making some changes to Emerging Companies Portfolio, selling Ive Group (IGL), buying Select Harvests (SHV) & Paladin (PDN), and adding to Pinnacle Investments (PNI) and Bapcor (BAP)
We are adding to our existing position in Virgin Money (VUK) into recent weakness. We view the stock as oversold, offering value sub $3. Adding 2% will take it to a 6% portfolio weighting.
We are making some changes to Emerging Companies Portfolio, selling Ive Group (IGL), buying Select Harvests (SHV) & Paladin (PDN), and adding to Pinnacle Investments (PNI) and Bapcor (BAP)
We are adding to our existing position in Virgin Money (VUK) into recent weakness. We view the stock as oversold, offering value sub $3. Adding 2% will take it to a 6% portfolio weighting.
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