Selling PIL – I am a bit concerned that they might struggle to meet debt covenants due to a poor harvest. I have had a couple of year’s dividends on this – so am actually up c5% in total. I sold for what I bought them for. Little disappointing but these things happen. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? I am also easing up on OPP / OPPP – they are going impairment crazy, just after I bought. Weight was maybe a little too much.
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