I am really just kicking myself as I did not take some off the table - which is what I usually do when stocks go for a big run on no news. Core business is still OK. My view it will now slosh around the $12.00 mark which looks fair value. Still a long way in front on this stock overall so I really should not complain. I hope we get a small bounce back today. If goes below $10.00 then I will seriously reconsider.
TRS Price at posting:
$12.14 Sentiment: Hold Disclosure: Held
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