RE: Cenkos note - valuation 166p16 Aug 2022 20:21
If you don’t need the money and happy that progress will be made then keep, you sound as though rest of portfolio has a higher risk as all based around growth, this is your % of stable assets. I’d hold, the directors are buying at this price, your gaining on inflation, dollar is still relatively strong and big question if you sell where does the money then go. Recession or not this will churn out 10% and going lower if buy more. I bought more on Monday, my largest stock in value