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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (74782)1/8/2024 11:25:40 AM
From: Paul Senior1 Recommendation

Recommended By
Sisyphus

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KW. Well if you and Sisyfus both believe KW is a bad idea, I'm stuck because whatever argument I have for KW (Fairfax Financial has a good size position) isn't strong enough to overcome my concern you guys might be right - why am I chancing KW and maybe arbitrarily sticking with it when there are other companies with similar or larger dividends that might also offer some capital appreciation. (my original reason for buying)? I'll take my loss here, selling down to a tracking position to monitor, and will move on.
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