Q: Retired, dividend-income investor.
I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.
From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?
Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve
I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.
From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?
Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve
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