Q: Hello,
I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always