You are the herd! Think your position in Poseidon Concepts speaks to your investment acumen…you do not follow the herd you are the herd.
Perhaps if you had delegated your non-holding position in Crescent Point scrutiny time to your bag holding Poseidon Concepts position you would realize you do not follow the herd.... because you are the Herd!
If you do not like Crescent Point at 36 be my guest and take a short position.
If you question why we would rather invest in this and not COS then Freehold Royalties Ltd. would be as high as you should ever go on the energy ladder..... of course it goes against your "completely out North American"
Tip- The day investors flee Crescent Point is when they get bought out and not based on your crazy retail herd ponzi thesis.