I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.
If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.
With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.
Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).
Is there a compelling argument to be made to continue holding GUD?
My preferred shares keep getting redeemed. Please give some suggestions for p/s that would be appropriate for a rising interest rate environment. Would you stick with rate resets or would you think perpetuals would be discounted now?
Q: Do you think that, while this unfortunate war carries on, industrials will continue to rise?
I read that gold, grain (wheat?), copper, paladium and nickel have reached new highs.
If so, I'd be grateful to know what stocks you would prefer to own to cover some or all of these, plus an assessment of the key metrics for your view.
Thank you for your highly appreciated viewpoints.
Q: I would like to add more exposure to the Agricultural sector, and already own Nutrien. I have narrowed my search to LNN and VMI. Which would you prefer for long term growth, or is there another agricultural sector stock you would recommend?
Q: 2.95 at the time of writing. Was staying strong at 3.40 for awhile. Last two days dropped to this new low outta nowhere. Is this most likely a leak before q4 this Thursday.
Q: Hello team,
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
Q: Based on the huge increase in nickel prices is this stock a buy. I am currently underwater with my position in this stock. Thanks for your great advice.
Read Answer
Asked by Christopher on March 08, 2022
Q: Everyone,
My investment strategy is to hold long term and hold the best of the best. I have not sold any of my tech stocks but I have recently been a buyer. The only thing that has changed in the last six months is the price people are willing to pay - for each seller there is a buyer! The noise will pass someday - I don’t know the day but it will pass.
Clayton
If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?
Q: I've held these thru the drop, and feel it's the least of the evils to continue holding, as they both have good revenues and margins.
is it too late to sell??