Two More Positions To Sell In A Strong Market
Although we think AEM will perform well over the long term, we see better value in other large cap gold miners so let’s sell for gains today. Also, considering TEAF’s large discount to net asset value and its high distribution yield, we expected it to deliver a 30% total return over a year-long holding period. But, it has returned almost what we expected over an entire year in less than three months. So, let’s take a gain on this position today as well.