Q: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!
As a new 'customer,' I'm really appreciating all your advice! Thank you!
5i Research Answer:
We continue to like both names, and DSG is roughly double the size of KXS and has a better long-term track record. We would give DSG the edge for a long-term holding, and would prefer a slightly larger position in DSG over KXS. While we cannot personalize responses, and each individual has their own unique preferences and risk tolerance levels, we might prefer a 75/25 split for DSG/KXS.