2Semana·

Are you sticking with celestica or are you changing your investment case?

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4 Comentários

imagem de perfil
That is a question of your conviction and your risk management.

What is your entry price?
@Mark777 I mean whether you stay with it or not I am still 23 percent up
imagem de perfil
YTD still just under 24% +
quite a normal correction I would say.
has there been any fundamental change in the company?
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imagem de perfil
You don't change the investment case yourself, but the investment case for a company changes. What you mean is perhaps rather: what is your strategy/approach in relation to the value you mentioned. If your original investment case is intact, why are you thinking about exiting?
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