OK buddy. You stick without philosophy.
In tough times, which the sector is experiencing that's what becomes very important.
In fact it's what can tip a business over in tough times even when in the longterm they could have been a good prospect.
I'm not suggesting OCA is facing that yet & if they get through the cycle they will do well.
Just a lot less risk with RYM with potential the same or I think likely better returns.
I hold neither so no axe to grind.
For a stock that is only 5% of your portfolio you seem to spend an extraordinary amount of time defending a stock that is completely out of favour.