RE:AssessmentFor what it is worth, here's my opinion on your question about EIF.
I've been in this stock for years and still "in" BIG ! It's my biggest posiition.
When it dropped to 14.40 (pandemic), i was sure that they would cut their dividend. Then, i remember the company published a note about their cash position, their confidence in honoring all their commitments and even considering acquisitions. THAT day, i started loading up being 100% confident about the payout capacity. And EIF delivered !
But like you wrote, the stock gets attacked quite often if you look carefully at the chart. Being actually at all time high, i trimmed it a little bit to lock in some profits but i plan to buy everything back when the pullback comes. My guess is that it could come down to around 46.00. So, i plan to start buying back at 48.00 and below.
Of course, i could be wrong so it is entirely your decision. But EIF is a solid company, still growing with a solid dividend that will also grow. So, buying at this level remains a good investment in my humble opinion.