Rawz ...I thought u knew me better ...permabull ...still better then permabear ...But to explain Bull's position ...he is not permabear in all stocks ...he actually liked the results of STU and FBU inspite of they not being flashy to say the least ...reasons many know why
Me is permabull !!! yes maybe in some stocks at any particular time ...I wrote in mid Oct that market will soon switch to growth theme over value/ yield and large caps over mid/small caps for safety thus chose KFL over HGH / GNE / OCA / STU / WHS / HLG / FBU / .....
FPH below $ 19 was my best buy but over $ 26 ...I even wrote not bullish anymore as already reached my yearend target ...then MFT below $ 70 became my best buy and it still is ....KFL below $ 1.30 and MFT below $ 70 my top holdings and still lots to go for them ...maybe super long runway ahead ...
I still think KFL is the way forward to play this market safely ...U can get tax efficient dividend or DRP depending on your needs ...it converts the great large caps growth stocks capital appreciation into yield very tax efficiently ...no need keep hunting for yield for stocks like STU etc and get caught in some dividend traps
Which companies will do well in " higher rates " environment ....large caps not small caps like STU etc
RYM is and shud be in trouble ...they got so greedy and sure signs of pathetic management decision ...they will pay $ 134 million penalty for paying back foreign loan ...they agreed to such terms ??? Really !!! They deserve to go bust ...Bull is right here
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