Originally Posted by
turmeric
I topped up SUM but still hold all my RYM.
I like the sector first and foremost, and clearly I agree with you that SUM is a good long term BUY. On the other hand in terms of RYM I still see the history of their management executing as a big plus (SUM is catching up though), and see the OZ expansion as a risk (of course) but also as something that brings massive growth potential!
But I do agree that SUM is cheap relative to RYM! I'm happier to diversify a bit in this sector though!