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Q: There has been significant turnover at the newly reduced price level so I wondered who was doing the buying and selling, particularly insiders. My impression is that Cielo has had to modify the process and be more selective in the feedstock to achieve the required output quality, but they are making satisfactory progress. Can you confirm this and do you know if insiders have been investing at the new level?

Read Answer Asked by Mike on June 27, 2022

Q: Hi Peter and Staff

The above 5 stocks are all small positions in my Industrial basket. All are in negative territory. I have held stocks that I wish I had sold due to opportunity cost and sold several that I regretted when they bounced sharply. I have zero issues holding a lot of stocks in my basket if the risk/reward justifies it. However if there are one or more of the 5 that clearly have better prospects going forward I should be smart enough to sell some and add to others. My positions in the favorites ATA,WSP,TRI and TFII are where I would like them.

Thoughts?

Thanks for all you do

Dennis

Read Answer Asked by Dennis on March 30, 2022
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