"Punched Out"When retiredcf lets us know that he's out I pay attention.
"Didn't like the NR and quickly saw a negative assessment from RBC so took my lumps and punched out at the open."
The last time I came across a similar announcement was with AQN and I had wondered what took him so long.
Today I wonder if he's been a tad hasty.
Of course he knows his own portfolio better than anyone else.
I've had a chance to read the RBC comments, and re-read the TVE guidance.
Our macro concerns are legitimate specially when gurus like Sankey are sounding ominus warnings that the Saudis might turn around and launch a price war and thus a reprise of 2014 and 2020.
But macro events, I note, are not of much concern to RBC.
Today they are thumping the table for ATH.
Cheers and the best of the season.