Q: I'm up 250% on MDA in my TFSA and even after previous trimmings it's still a 13% weight. After this run do I trim again or just hold my nose and keep? Thanks
5i Research Answer:
We like the stock and are big believers in momentum, and it is in the right sector at the right time, and the outlook still looks good. Weightings though need to be personal, but WE would consider 13% too much for almost every stock and we would side with prudence here.