And yet for all of this seeming difference of opinion (actually not so much) we both have sentiments and status of hold and held
I'm leaving my investment in CDP for the time being until I see an opportunity that justifies taking the substantial CGT hit. Since you're so interested there are a handful of companies I've been looking at but I've raised the cash from trimming my Link and MacBank which were less "in the money".
We all have our strategies. I don't necessarily disagree with your entire assessment but having picked up a decent portion of CDP in the mid-low $3s (and similarly for MTS and SRG and a bunch of others) please forgive me for sitting back and enjoying the dividends until such time as a compelling opportunity comes along to justify the CGT. Right now there are a couple of others I'd be tempted to trim first.
CDP Price at posting:
$4.15 Sentiment: Hold Disclosure: Held
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