Thanks for sharing!
I too put a bunch of my portfolio in Tck and FM the last 2 months and even sold some CUU to buy some tck to diversify a bit. This run has been great to help gain back some of my huge losses in CUU....I have been let in the house again and have a dog pillow on the kitchen floor haha
I would consider buying more CUU to add to my core position, but it might be better to wait a bit longer till sentiment goes back up.
I dont think Im going to sell any of my tck position (Im not a trader - it stresses me out and I suck at timing things)....I see a great company undervalued and so bought in big with the hope that once Fort Hills gets rolling and when Oil/Metals all turn around this thing could fly to new heights. If that happens, the dividend alone could be quite a sweet thing year after year.
Dream Scenario:
CUU gets bought out for 10:1 Tck shares....metals and Oils are up at good levels....Tck gets to new heights of $80-100 range with Fort Hills and eventually Shaft in production, and we all benefit 2X from Shaft - Once from CUU, and continually after from our new Tck shares (whether you choose to sell or just hold and collect sweet dividends).
Yup, I know, I sound like the delusional guy on the subway commercial about to bite into the fresh sub when its actually just some drift wood he's chomping into.
Cheers