-
Constellation Software Inc. (CSU $2,583.39)
-
Descartes Systems Group Inc. (The) (DSG $97.15)
-
Kinaxis Inc. (KXS $137.40)
-
Boyd Group Services Inc. (BYD $225.00)
Q: Hi guys,
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim