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the way I see it, US competition is leaving a void for opportunities outside the US while they are still getting screwed anyways against "foreign" companies within the US since raw materials well basically everything are also being tariffed. Gatekeeper can increase prices for their operations in the US and it won't change their prospects that much since their competition will be doing the same on the other hand though, outside the US, we are already seeing this for Gatekeeper. Safe Fleet / SEON was probably one of our competitors. Gatekeeper can offer a decent bid while US companies have higher break-evens. I just wished I had liquidated my index funds sooner, I was already getting a big itch to do it on Wednesday but held off since how many more times could they possibly screw it up
imo the age-old advice of just hold and forget the noise doesnt really apply since that's past performance of the US index post-WW2 when they weren't shooting themselves in the foot repeatedly like this. Loving my Loblaw stocks right now lol, hoping for Gatekeeper to wake up soon, maybe adding more later while it's still under CAD$50million
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