Post by
retiredcf on May 29, 2023 6:48am
Sector Pick
Would now be a good time to sell NTR if one has already made some money on it? What would be some better and less volatile options in the Materials sector?
Cyclicals are always tough and no one knows the extent of any downturn, but with a 3.5% dividend (recently raised) and the valuation, we would continue to be comfortable holding NTR. That being said, golds (AEM, FNV) might do better in the short term, especially if rates pivot or the US defaults. But golds are also volatile. SJ we think is a less-volatile option within the sector. (5iResearch)
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