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)?