Jul. 16 at 4:34 PM
$TGB. For all those interested in owning
$TGB long term, I continue to advocate not getting caught up in every macro news headline. Sure, the Yellowhead report is of fundamental import and needs to be included in one's DD... but tariffs, CU's price this five minutes, etc., will only lead to potentially getting whipsawed. I've long been if this opinion, but even more so now. To act on current news requires that you accept the blah blah tariff is firm, and won't change tomorrow. If that's your view, ok, but I can't buy it. I have to value
$TGB without all the external factors, on the assumption that those factors could well have a half life of 12 minutes
