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03:53
May 26
TLS 1ST
The author explicitly recommends selling TLS, noting it is not in their model portfolios, implying a bearish view on the stock.
"TLS is a SELL if you hold it"
TLS LONG medium-term
MED
02:51
May 26
WHC 1ST
Author explicitly instructs to sell WHC from the model portfolio to make room for a new position ('the new lady'). No further reasoning given, implying a tactical rotation.
"Take Profits WHC from Tank ASX300 Model Portfolio"
WHC AVOID short-term
LOW
02:39
May 26
VEA 1ST
Author recommends selling VEA, indicating a bearish view on developed markets ex-US equities.
"If holding VEA its a Sell"
VEA SHORT not specified
MED
02:23
May 26
A4N 1ST
The author is closing a long position in A4N by taking profits, implying a sell recommendation from the model portfolio.
"Take Profits A4N from Ninja ASX300 Model Portfolio"
A4N LONG short-term
MED
01:49
May 26
ELV 1ST
Author explicitly recommends selling/taking profits on ELV, implying a bearish near-term view or that the stock has reached its target.
"Take Profits ELV from ASX300 Ninja Model Portfolio"
ELV AVOID short-term
HIGH
01:31
May 26
PDN 1ST
The author explicitly states they are taking profits on their PDN position, indicating a decision to realize gains from a long position held in the model portfolio.
"Taking Profits on PDN from Ninja ASX300 Model Portfolio"
PDN LONG medium-term
HIGH
00:50
May 26
AGL 1ST
The author advises selling AGL because it is not worth holding for the dividend, implying the dividend is unattractive or unsustainable.
"AGL is a SELL if your holding it. We never touched it Dont hold for a Dividend"
AGL AVOID medium-term
HIGH
00:13
May 26
ALD.AX 1ST
Author advises selling ALD Ampol if currently held, but discloses no personal position. No reasoning or catalyst is provided.
"ALD AMPOL is a SELL if your holding it"
ALD.AX AVOID medium-term
HIGH
03:37
May 25
4DX 1ST
The author announces removal of 4DX from their model portfolio, implying a bearish stance or loss of conviction in the security.
"4DX being cut from Ninja ASX300 Model Portfolio"
4DX AVOID medium-term
MED
02:38
May 25
DTL 1ST
Author discloses a long position in DTL and plans to sell (take profits) to reallocate capital into a new model portfolio inclusion.
"Going to take profits on DTL to make way for the new Tank ASX300 Model Portfolio inclusion today"
DTL LONG short-term
HIGH