RE:RE:RE:RE:feels like a pp to meKavern,
I had never looked at YGR before (actually never heard of it). I just took a look and it seems like a boat I could get on. It seems like decent cash flow and low debt. Also trading less than half of book value. Not sure I will ever again in my life go as all in as I am right now with CJ. It wasnt uncomfortable when the price was so low as it seemed like no risk. Now that has changed. Maybe I will add a small piece to keep it on my radar.
As for CJ, based on some of the price targets (Nuttal and RBC stated FMV) I think we have some upside still. My problem is I am so overweight on CJ that I will need to find somewhere else to put some cash.