February 14, 2024

csl

Balanced Portfolio Recommendation: Buy – Graincorp (GNC)

Based on the updated earnings guidance from GrainCorp and considering the recent weather improvements that positively impact soil moisture and crop prospects, coupled with GrainCorp’s strategic adaptations for future market conditions, it’s recommended to consider buying GrainCorp shares around the $7.5 price point.

JDO

Balanced Portfolio Recommendation: Sell Take Profit – Judo Bank (JDO)

Our strategy aims to prudently manage risk by locking in profits from our Judo Bank position. Taking profits at this juncture allows us to reduce exposure to potential market corrections and sector-specific risks highlighted by the CBA earnings report and the rising trend in home loan arrears.

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