RE: Current SP30 Sep 2017 19:38
muirfield, your commitment to the company is impressive and although I have been a LTH (> 10years) still a long way less than you. I have a sizeable chunk invested but < 10% of total portfolio but my disappointment with SP/Co performance remains high. I would not cope with a 25% holding in this share. GNC is becoming increasing dull and I fear the US investment will in the medium term prove a step too far. If I am wrong, my SP will gain? So in away I cannot lose. Fortunately we have great cos like ICGC who really put in a stellar performance and great divis to boot. Not wanting to offer any advice, but there are a dozen or more blue chips which left GNC in the shade 10 years or more back, and the gap continues to widen. Unless I see significant momentum in SP over next 12-18 months, I'll be looking for the exits. I strongly believe that co management is failing to deliver shareholder value.
GLA