Tue 4 July

Trading portfolio The portfolio fell 0.7% today, with yesterday’s big movers LYC and MDL giving up some of their gains and the big holdings either down slightly (AKP) or steady (EOS). There were no movements more than 5%. It would appear the ALK (24.5¢ up 0.5¢, $124m) has bottomed, helped along by that positive announcement … Read more

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