Do you use commsec. It is under recommendation button.. Yes, I think this is where momentum meaning comes in. Due to MFG underperformance for six months to February 2021, it is in the “naughty corner “. People over look that the main part of the switch to cyclical and value is over. Simply looking forward I can see only the tech companies in the portfolio like Google, Msft,Sap,FB doing well for years to come . Throw in the consumer companies like McDonald’s, yummy, Starbucks, Nestle, Ester louder, visa, MasterCard it can’t go wrong. Hopefully Alibaba and Tencent will come through after the current stout with regulators. I have doubts about Netflex and it’s current valuation.
MFG Price at posting:
$47.10 Sentiment: Buy Disclosure: Held
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