I hope not. I like to own companies that can (with fairly reasonable assumption) be cashflow positive for decades to come. As long as that assumption is true with a leeway of a few quarters of weakness here and there - BGA can stay in the portfolio. Did I also mention I love their cheese, strong and bitey with salami or prosciutto is my favorite!
I know everyone is in different stages of their investments. Personally I don't need the capital gains. I've got plenty of the fiat stuff that diminishes value over time to last me a lifetime. In fact as exhibited the last few years, cash is the only thing human kind will never run out of because we can create it to oblivion with consequences like inflation that can be kicked down the road. BGA and other good companies out there is a good solution to carrying value over long periods of time... then again that is what attracts Andrew, Gina, Kerry etc to these companies.
BGA Price at posting:
$3.52 Sentiment: Buy Disclosure: Held
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