MHH
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0.00% $1.78 magellan high conviction trust

Looking forward it seems a good buy at 1.40. magellan were...

  1. danr
    779 Posts.
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    01/04/21
    17:32
    Post #: 52214264
    Looking forward it seems a good buy at 1.40.

    magellan were cautious during covid and went for capital protection and underperformed I am happy to stay with them on the medium term, especially with current stock selection and stronger $US.

    Ali baba is still a long term growth stock with some governance headwinds which will get sorted out , the stock I don’t like them holding is SAP , not a big fan at all, but they have more inside info than we do.
    MHH Price at posting: $1.40 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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