I retain RIC, having purchased multiple times but only once sold a parcel. it has terrific management, which may further expand. A fair question would be 'why keep an ag stock like RIC when you've sold GNC?' The answer might be 'RIC is perceived as being less mature in its journey, and hence has greater potential to expand', whereas GNC despite good management is tending over time to see a reduced market share (though as Portsmouth says,it handles a large percentage of the total east coast crop in some way even if it's only at the end stage of the shipping STEM).
PTL I profitably sold for an almost identical price to what SH will receive with the divestment of its consumer White King et al brands to Selleys, and retention of Hampers with Bite.
I retain BGA having bought in multiple times. Like many I am showing a loss. The stock seems undervalued given its branded products division but 'Mr Market' doesn't (yet) agree and is concerned at the bulk dairy segment's underperformance. This is gradually becoming a lower percentage of BGA's stable.
GNC Price at posting:
$7.37 Sentiment: None Disclosure: Not Held
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