Q: Hi 5i
Are there any/many companies in your portfolios that you consider "on a short leash" ? I am thinking of my own specifically with TSGI, COV and VB (VB only as I'm high on the financials side and VB is just quietly meandering).
Would you consider my list and provide an opinion of how many Qtrs would seem reasonable for my "short leash" list ?
Thanks
Mike
Are there any/many companies in your portfolios that you consider "on a short leash" ? I am thinking of my own specifically with TSGI, COV and VB (VB only as I'm high on the financials side and VB is just quietly meandering).
Would you consider my list and provide an opinion of how many Qtrs would seem reasonable for my "short leash" list ?
Thanks
Mike