Oh Pioupiou, I bow to your analysis. By my estimates you have a $100k holding in KSC and if that is only 5% of your portfolio then that makes yours bigger than mine!
Your justification for holding makes sense and I agree with most of your safety factor numbers (although I am slightly more optimistic overall). I too added a few more today, and will keep watching with the aim to accumulate some more at hopefully lower prices. But the Bot is back and there does not appear to be a strong buy/sell bias either way so I suspect price will hold at these levels for a while.
To me the returns from KSC don't yet justify a large holding as there are a few others (such as NWH as you mention) that offer more potential. But I can't see much down side to KSC so a small holding seems justified as a backstop to some riskier ventures.
Oh Pioupiou, I bow to your analysis. By my estimates you have a...
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
