As you can see, Tim Hortons is currently my largest position in my portfolio. Just as the market in general is volatile recently so has THI. It goes up a couple of percentage points and then just comes down. This position is so big that I am actually trading on margin. Originally I thought that Mastercard was going to help their sales (with no signature they can probably serve customers quicker than when they have to make change). However, a reporting period has come and gone and they reported good numbers but the stock did not budge. Perhaps it was already priced into the stock. So the decision I have to make is should I hang on and believe in the long term outlooks of THI or to get this dead money out and into something that can earn me something.
What are your thoughts?
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