RE: PE ratio19 Jan 2021 14:11
I can understand the mindset of others. Stepping away can be determined by lack of patience and attraction to stocks that seem to be breaking out. I stepped into EQT, KMK, PHE and PTAL this month having wearied of 10 years in SOLG. Halved my stake there, although NM is at last abandoning his role (this morning). I shall, however, return to SOLG as soon as 20% gains are accomplished on the other four.
SHG holding remains intact as developments in Kenya and Tanzania will be quite spectacular in the next couple of years.