No arguments with any of that CJ. It's been my most profitable stock traded in the last 2 years, and I really like the work Mgt have done. The last 12 months has been nothing short of outstanding. My only reason for selling out is described above. At current market cap, I think the DFS is priced for perfection, which it may well deliver (likely IMO), but I wouldn't expect a significant re-rating. Risk to downside exists if DFS even mildly disappoints. Nothing goes up in a straight line forever.
That aside, for most people, simply holding through ups and downs is the right move, plus you avoid triggering a CGT event. I've changed my sentiment to hold on that basis. Certainly not selling without the view to get back in on a correction. GLTA
BLK Price at posting:
43.0¢ Sentiment: Hold Disclosure: Not Held
