Copper dogs running while CFF is taking a breatherGreat scenario when a couple of your biggest names run hard while another undervalued name you like takes a breather.
More cash to re-invest in CFF down the road at the same absurdly low price.
Not that I would mind a run in CFF as well, there are always good names to roll profits into, but CFF is going to shock the market this year. Power was down most of Q1, but the impact of lower tariffs and higher prices should be a good one.
A dividend on the power earnings would be nice price boost, but being a greedy bast... what I really want is a much smaller share count. Undoubtedly I'll be dissapointed with what's been repurchased so far, but here's hoping we get a promise of a Substantial Issuer Bid, as so many shareholders are currently willing to sell in the $2.50 range.
Ultimately its Q2 that is going to shock the market (although I hear from six months ago that the price of lumber has already fallen to $400 per mbf this quarter)....any day now I'm sure.