RE:RE:RE:pumpersI'm certainly an optimist on Acuity, but happy to share my risk management strategy. One risk that has been posted on this board is via the TD report where valuation metrics have been compressed, therefore they brought down their target price to $29, but it is still a buy.
That being said, I have a "sleep" number for Acuity specifically, as it is my largest holding. If it goes above a certain % in my portfolio, I sell, and if it goes below a certain percentage, I buy, as long as nothing has changed. This is an unemotional process and it doesn't mean I am not bullish. I sold between $25 and $32, and have been buying lately, as my value/cyclical stocks have been going up while Acuity has been going down. It's that simple. Portfolio Management 101. If the insiders want to diversify or buy a mansion, while providing liquidity to the market, power to them. GLTA.