Q: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?
Thank you very much in advance
Thank you very much in advance
5i Research Answer:
We have recent comments on both companies. We would keep position size in line with risk tolerance and overall goals, but in both cases we think momentum is more likely to continue than not.