Q: I have a fairly large position in BCE, about double my usual size. Would you continue to hold? I am considering switching half the position into CGI.
5i Research Answer:
We can't get personal but a position 'double' a usual size that is not performing well we think should be trimmed. GIB.A is of course a very different type of company with no dividend. We do like it, and from a diversification standpoint would be comfortable with a switch of some, provided an investors' overall objectives are still met.