HM1 2.66% $2.70 hearts and minds investments limited

Ann: October Investment Update & NTA, page-16

  1. 39 Posts.
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    Nice timing on the exit! I can see us having a bit of a santa rally this year before government support starts tailing off and we have a bit of a reality check as real unemployment hits. I'm no market timer but that's my gut feel.

    If it gets to the $4.10~ mark (relative to current NTA) before Feb I'll look to buy so definitely not waiting on a specific event.

    Admittedly if it hit March and the premium hadn't moved I'd probably get nervous and look to re-enter regardless. I don't like the idea of not holding this stock for long periods.
 
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