Copia Investment Partners looks like the right sort that we want investing here. Their websites indicate that they are trying to beat and not just replicate index performance.
One of the criticisms here was that the wrong sorts of funds were holding it- not the high conviction sort.
The hospital ships announcement has me more bullish. The aluminum line now has work to 2030 sorted. The company had been batting away questions about this line earnings and guidance announcements one after the other. There should still be a dip in earnings while the steel line gets up to speed- but it feels doable now.
I think that I have taken profits here often enough. It is time to just hold.
IMHO DYOR
Copia Investment Partners looks like the right sort that we want...
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