MBSRY - The Nest Egg Portfolio: OCI Is About To Complete Its Capacity Expansion
Introduction
It has been almost two months since the previous edition of the Nest Egg Portfolio was published. That’s fine, as this definitely wasn’t meant to be a "trading portfolio", but some positions have changed due to option expirations and dividend payments. Time for an update!
In case you missed the previous article, please click here.
Portfolio update
Does OCI still deserve to be part of this portfolio?
It has been a while since I provided an update on fertilizer company OCI (OCINF, OCINY), and that’s entirely because the company